Personal Assistant

Job Title: Personal Assistant cum Telecaller

Experience Required: Minimum 1 Year

Location: Kolkata

Job Summary:

We are looking for a dynamic and organized Personal Assistant cum Telecaller to support the Loan Application Processing team. The role involves handling administrative tasks, coordinating with internal teams, and making outbound/inbound calls to customers for loan processing and follow-ups.

Key Responsibilities:

Personal Assistant Duties:

Manage daily schedules, appointments, and meetings for senior executives

• Handle emails, documentation, and internal coordination
• Maintain records of loan applications and customer data
• Prepare reports, MIS, and follow-up trackers
• Assist in day-to-day administrative and operational tasks

Telecalling Duties:

Make outbound calls to potential and existing customers regarding loan applications

• Follow up with customers for documentation and application status
• Handle inbound queries related to loan products and processes
• Maintain call records and update CRM systems regularly
• Coordinate with sales and credit teams for application processing

Eligibility Criteria:

Minimum 1 year of experience in telecalling, customer support, or admin roles (preferably in NBFC/Banking/Fintech)

• Good communication skills in Hindi, English, and regional language
• Basic knowledge of loan products (Personal Loan, Business Loan, etc.) preferred
• Proficiency in MS Excel, Word, and email communication

Key Skills:

Strong communication and interpersonal skills

• Good organizational and multitasking abilities
• Attention to detail and follow-up skills
• Ability to handle pressure and meet deadlines
• Basic understanding of CRM tools