Telecaller

A loan sales telecaller's job description involves making outbound calls to potential customers to promote and sell loan products. Key duties include explaining loan features, qualifying leads, assisting with the application process, achieving sales targets, and maintaining customer records. This role requires strong communication and interpersonal skills to guide clients and manage the sales pipeline. 

Key responsibilities

• Outbound Calling: Make calls to prospective and existing customers to generate leads and offer loan products such as home loans, personal loans, or business loans.
• Product Explanation: Clearly explain loan products, interest rates, eligibility criteria, and the benefits of different loan options.
• Lead Qualification: Identify and qualify potential clients by understanding their needs and financial requirements to ensure they are a good fit for the company's products.
• Sales and Closing: Guide customers through the loan application process, assist with necessary documentation, and follow up on leads to close sales and meet monthly targets.
• Customer Service: Address customer inquiries, provide information, and resolve issues in a professional and courteous manner.
• Record Keeping: Maintain accurate and detailed records of all client interactions, transactions, and follow-up activities in a database.
• Collaboration: Work with other sales and underwriting teams to ensure a smooth and efficient loan approval process for the client.
• Market Awareness: Stay informed about industry trends and new loan products to provide accurate information and effective advice. 

Essential qualifications

• Education: A bachelor's degree in a related field like finance or business administration is often preferred, though some positions are open to graduates with other degrees.
• Experience: Prior experience in telecalling, loan sales, or customer service is beneficial, but many entry-level positions are available for freshers.
• Skills:
• Excellent verbal communication, listening, and interpersonal skills.
• Patience and a calm demeanor, especially when dealing with customer inquiries or issues.
• Goal-oriented, proactive, and self-motivated.
• Strong computer literacy, including basic proficiency with Word and Excel.
• Other requirements:
• Ability to work under pressure and meet sales targets.
• Understanding of loan products and the sales process. 
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