Personal Loan Executive

Position: Tele Sales Executive – Personal Loan

Department: Sales

Employment Type: Full-Time

Experience: 0–3 Years

Location: Karol Bagh

About the Company:

My Mudra Fincorp Limited is a financial services company providing customers with a range of loan and financial solutions through partnerships with leading banks and NBFCs. We aim to simplify the loan journey by helping customers find suitable financial products with a smooth and hassle-free experience.

Job Summary: We are looking for enthusiastic and target-oriented Tele Sales Executives to generate leads and drive personal loan sales through outbound and inbound calling. The candidate will be responsible for connecting with potential customers, understanding their financial requirements, explaining suitable personal loan products, and converting leads into successful loan disbursements.

1. Key ResponsibilitiesMake outbound calls to potential customers for personal loan sales.
2. Handle inbound enquiries and follow up with interested customers.
3. Explain personal loan products, eligibility criteria, interest rates, loan amounts and repayment terms.
4. Understand customer requirements and suggest suitable loan options from partner banks and NBFCs.
5. Generate qualified leads and convert them into loan applications.
6. Collect and verify basic customer details and required documents.
7. Coordinate with the sales and operations teams for application processing and loan disbursement.
8. Maintain regular follow-ups with customers to ensure maximum conversions.
9. Achieve daily, weekly and monthly sales targets.
10. Maintain accurate records of calls, leads, follow-ups and sales activities in the CRM.

Skills & Requirements: Good communication and convincing skills.

• Basic knowledge of personal loans and financial products.
• Strong sales and negotiation abilities.
• Target-oriented with a positive attitude.
• Ability to handle customer queries and objections.
• Basic computer knowledge and familiarity with MS Excel/CRM.
• Good Hindi and basic English communication skills.
• Freshers and experienced candidates can apply.

Preferred Qualifications: Minimum 12th Pass / Graduate.

• 0–3 years of experience in telecalling, telesales, banking, financial services or loan sales.
• Experience in personal loan or other financial product sales will be an added advantage.
• Key Performance Indicators (KPIs)Daily outbound calls.
• Number of qualified leads generated.
• Lead-to-login conversion ratio.
• Loan application login and disbursement numbers.
• Monthly sales target achievement.
• Customer follow-up and conversion efficiency.
• Compensation & BenefitsAttractive fixed salary.
• Performance-based incentives.
• Opportunity for career growth.
• Training and development.
• Professional work environment.