Telesales Executive

We are seeking a dynamic and results-driven Sales Executive with a strong fintech background to drive loan product acquisition and customer onboarding. The ideal candidate will have/hands-on experience in personal loans/ business loans/ home loans/ loan against property (LAP)/ loan disbursal processes, along with a deep understanding of digital lending platforms, credit assessment, and customer lifecycle management.

Key Responsibilities:

1. Sales & Business Development

• Identify, acquire, and convert prospective customers for personal/ business/ home loans/ LAP products.

• Conduct market research to generate leads through field visits, digital channels, referrals, and partnerships.

• Present loan options and product features to customers with complete clarity and professionalism.

• Achieve monthly and quarterly sales targets across loan categories.

2. Customer Relationship Management

• Build and maintain long-term relationships with customers to ensure repeat business and referrals.

• Provide end-to-end support from lead generation to loan disbursal.

• Assist customers with documentation, eligibility checks, and application submission.

3. Loan Processing & Disbursal Support:

• Coordinate with underwriting, credit, and operations teams to ensure fast and smooth loan processing.

• Verify customer documents as per KYC norms and internal policies.

• Proactively follow up on loan applications to ensure timely approval and disbursal.

• Troubleshoot issues related to loan applications, credit checks, and document discrepancies.

4. Compliance & Reporting

• Adhere to company policies, RBI guidelines, and all compliance requirements for lending products.

• Maintain accurate records of customer interactions, sales activities, and loan pipelines.

• Provide regular MIS reports, sales performance updates, and market insights to management.