Telesales Executive

A Tele Sales Executive in the loan industry is responsible for selling loan products (such as personal loans, home loans, business loans, credit cards, etc.) over the phone. Below is a detailed overview of the role:

🧾 Job Description: Tele Sales Executive (Loan Industry)Position: Tele Sales Executive / Telecaller – Loans

Industry: Banking / Financial Services / NBFC

Employment Type: Full-time / Contract

1. 🎯 Key ResponsibilitiesLead Generation & Conversion
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• Contact potential customers from provided databases or leads.
• Explain different loan products (personal, home, business, car loans, etc.).
• Assess customer needs and recommend suitable loan options.
• Convert inquiries into applications.

Customer Relationship Management

• Follow up with customers for document submission and verification.
• Maintain relationships with both new and existing clients.
• Handle customer queries, objections, and complaints politely.

Sales Target Achievement

• Meet or exceed monthly and quarterly loan disbursement targets.
• Track daily calls, leads, and conversion rates.

1. Documentation & Reporting
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• Collect required KYC and financial documents.
• Maintain accurate records of calls and sales.
• Report daily/weekly performance to the sales manager.

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• 💼 Required SkillsExcellent communication and convincing skills (Hindi/English/regional languages).
• Basic understanding of banking and loan processes.
• Ability to handle pressure and achieve targets.
• Computer proficiency (CRM tools, MS Excel).
• 🎓 QualificationMinimum: 10+2 (Higher Secondary)
• Preferred: Graduate in any field (Commerce/Finance background is a plus).
• 💰 Salary Range (India example)Fixed Pay: ₹15,000 – ₹30,000/month
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• Incentives: Performance-based (can be substantial depending on conversions)
• 🚀 Career GrowthTele Sales Executive → Senior Executive → Team Leader → Sales Manager → Branch Manager