Telecaller

📌 Roles & Responsibilities for the candidate

* Make outbound calls to prospective customers regarding banking and loan products.

* Explain available loan options, eligibility, basic terms, and required documents.

* Understand customer requirements and identify suitable loan products.

* Generate and follow up on loan leads through regular calls.

* Collect basic customer information and preliminary documents as per company process.

* Coordinate with the loan processing/sales team for further processing.

* Maintain accurate records of calls, leads, follow-ups, and customer status.

* Follow up with customers until the application reaches the next stage.

* Achieve assigned daily/weekly/monthly calling and lead-generation targets.

* Handle customer queries professionally and provide correct information.

* Maintain good customer relationships and ensure timely follow-up.

* Follow company policies, banking guidelines, and customer-data confidentiality requirements.

* Update daily work reports and communicate progress to the reporting manager.

⭐ Key Skills

Good communication • Customer handling • Telecalling • Follow-up skills • Basic computer knowledge • Target-oriented approach • Positive attitude

If this is for your Telecaller job vacancy advertisement, I can also make a short, professional “Roles & Responsibilities” version suitable for a poster.