Telecaller - Loan Process

Company :Global Advisory Cohort Pvt Ltd

Location : In office (Office Based)

Employment Type : Full-Time

Department : Loan Advisory / Client Acquisition

Experience Required : 0-3 Years (Freshers with good communication skills can apply)

About the Company

Global Advisory Cohort Pvt Ltd , established in 2019 , is a boutique consulting firm in India that specializes in helping businesses expand globally and capitalize on emerging opportunities across international markets.

Our team of experienced consultants located across multiple regions of the world supports organizations in establishing their presence on the global map. We focus on delivering evidence-based strategic solutions and actionable insights that help businesses improve efficiency, competitiveness, and profitability.

We work with mid-size to large organizations , helping them address complex business challenges and achieve long-term sustainable growth through strategic consulting and advisory services.

Role Overview

This role requires excellent communication skills, persuasive ability, and a customer-focused approach .

Key Responsibilities

Client Outreach & Lead Generation

- Make outbound calls to potential customers from company-provided data.
- Introduce and explain loan products and financial advisory services offered by the company.
- Generate and qualify leads for personal loans, business loans, and other financial services .
- Maintain a strong pipeline of potential customers.





Customer Interaction

- Understand customer financial needs and suggest suitable loan options .
- Provide detailed information about loan eligibility, documentation, and process .
- Build trust and maintain professional communication with clients.

Lead Management

- Maintain records of calls, client responses, and follow-ups in CRM or company systems.

Performance & Targets

- Achieve daily, weekly, and monthly call and conversion targets .
- Maintain high standards of customer service and professionalism.

Documentation & Reporting

- Update customer details and call status regularly.
- Provide reports on lead progress and conversion status.

Required Skills :

- Excellent Hindi and English communication skills :

- Strong persuasion and negotiation abilities :

- Good listening and interpersonal skills

- Basic knowledge of financial products or loans (preferred but not mandatory)

- Comfortable working with CRM software and MS Excel :

- Ability to handle rejection and remain motivated

Eligibility Criteria

- Education : Graduate / Undergraduate (any stream)

- Experience :

- Freshers with strong communication skills are welcome

- 1-3 years experience in telecalling, sales, banking, NBFC, or loan process preferred

- Prior experience in loan sales, credit cards, or financial services will be an advantage.

Job Types : Full-time, Permanent

Pay: ₹28,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Telecaller - Loan Process (On-site) (Gurugram)
🏢 Global Advisory Cohort
📍 Gurugram