01Overview
Telecalling Sales Executive promotes loan products over the phone, qualifies leads, and guides applicants through the documentation process. They are expected to meet daily and monthly conversion targets while maintaining accurate CRM records. Key Responsibilities Lead Conversion: Contact pre-generated leads, explain loan terms (interest rates, processing fees, tenure), and pitch personal loan products. Needs Assessment: Understand the customers financial requirements and recommend the most suitable loan options. Document Collection: Assist customers with gathering required documents (income proof, KYC, bank statements) and ensure they are submitted accurately. Target Achievement: Consistently meet or exceed individual and team sales targets. Database Management: Log all call interactions, follow-ups, and customer feedback accurately into the company's CRM software. Customer Support: Address customer queries regarding loan processing status, repayment, and foreclosures. Essential Qualifications & Skills Experience: Prior telesales experience, preferably in banking, financial services, or NBFC (Non-Banking Financial Company) sectors. Communication: Excellent verbal communication and negotiation skills in English and/or regional languages. Product Knowledge: Strong understanding of loan structures, interest calculations, and eligibility criteria. Education: High school diploma; a Bachelor's degree in Business, Finance, or Marketing is an advantage. Soft Skills: Patience, resilience to handle rejections, and the ability to persuade callers effectively. .
