Loan Executive

Company: RupeeQ – Your Financial Partner

Department: Banking Sales

Job Location: G-36, Sector 6, Noida, Uttar Pradesh – 201301

Nearest Metro Station: Noida Sector 15 Metro Station

Experience Required: 0–3 Years

Qualification: Minimum 12th Pass / Graduate in any stream

Employment Type: Full-Time

Salary: ₹15,000–₹25,000 per month + Attractive Incentives

Joining: Immediate Joiners Preferred

About RupeeQ

RupeeQ is a financial consulting firm specializing in Personal Loan and Overdraft solutions. We assist customers in exploring suitable financial products and connecting with financial institutions to facilitate their loan requirements.

We are looking for enthusiastic, confident, and target-oriented individuals to join our Banking Sales team. Candidates with strong communication skills and an interest in sales are encouraged to apply. Freshers are welcome, and training and support will be provided.

Job Summary

The Telecaller / Loan Sales Executive will be responsible for contacting prospective and validated customers who have expressed interest in financial products through RupeeQ.com. The role involves explaining Personal Loan and Overdraft offerings, understanding customer requirements, generating qualified leads, following up on applications, and coordinating with internal teams and financial institutions to support the loan processing journey.

The ideal candidate should have good communication skills, a customer-focused approach, and the ability to work towards sales targets.

Key Responsibilities

1. Customer Calling and Lead Generation

- Make outbound calls to prospective customers and customers who have submitted loan enquiries through RupeeQ.com.

- Introduce the company's financial products and understand customers' loan requirements.

- Generate, qualify, and maintain leads through effective telephonic communication.

- Identify interested customers and move them forward in the loan application process.

2. Product Explanation and Sales

- Explain Personal Loan and Overdraft products to customers.

- Communicate eligibility criteria, documentation requirements, applicable interest rates, and other relevant product details accurately.

- Understand customer needs and guide them towards suitable available financial solutions.

- Handle customer objections, address concerns, and convert qualified leads into applications.

- Follow up with potential customers to improve lead conversion and application completion rates.

3. Customer Support and Query Resolution

- Respond professionally to customer queries over calls and emails.

- Provide accurate information regarding the loan application process and required documentation.

- Coordinate with relevant internal teams, banks, and NBFCs for application updates and query resolution.

- Ensure timely follow-ups and maintain a positive customer experience throughout the process.

4. Coordination and Documentation

- Maintain updated customer information, calling records, follow-up schedules, and lead status.

- Update CRM systems and internal sales trackers regularly.

- Coordinate with relevant teams to ensure smooth processing of customer applications.

- Follow company policies and maintain confidentiality of customer information.

5. Target Achievement and Performance

- Achieve daily, weekly, and monthly calling and sales targets.

- Maintain consistent calling productivity and follow-up discipline.

- Monitor lead conversion and identify opportunities to improve sales performance.

- Contribute towards overall team targets and business growth.

Required Skills and Competencies

- Good verbal communication and interpersonal skills.

- Strong convincing, negotiation, and sales abilities.

- Customer-handling skills and the ability to manage objections.

- A confident, professional, and customer-oriented approach.

- Basic understanding of Personal Loans, Overdrafts, banking, or financial services is an advantage.

- Basic computer knowledge and familiarity with MS Office, CRM tools, or sales trackers.

- Ability to manage multiple leads and follow-ups efficiently.

- Willingness to work in a target-driven sales environment.

- Positive attitude, adaptability, and eagerness to learn.

Eligibility Criteria

- Minimum qualification: 12th Pass; graduates from any stream may also apply.

- Experience: 0–3 years in telecalling, telesales, customer service, banking sales, loan sales, or financial services.

- Freshers with good communication skills and an interest in sales are welcome.

- Candidates with experience in Personal Loan, Overdraft, banking, NBFC, or financial product sales will be preferred.

- Candidates should be comfortable making outbound calls and working towards sales targets.

- Immediate joiners will be preferred.

Salary and Benefits

- Fixed Monthly Salary: ₹15,000–₹25,000, depending on relevant experience, previous salary, and interview performance.

- Performance Incentives: Attractive incentives based on sales performance and company policy.

- Salary Negotiation: A hike over the last drawn salary may be considered for eligible experienced candidates.

- Training and Support: Product training and guidance to help candidates understand the sales process.

- Career Growth: Opportunities to develop skills in banking sales, financial services, and customer relationship management.

- Work Environment: Opportunity to work with a growing financial consulting team.

Final salary and incentive structure will be discussed during the interview and confirmed at the time of the offer.

Why Join RupeeQ?

- Build your career in banking and financial services.

- Gain practical experience in loan sales and customer relationship management.

- Develop communication, negotiation, and sales skills.

- Earn additional incentives through performance.

- Get an opportunity to grow with a supportive team.

Application Process

Interested candidates who meet the above requirements can contact HR directly or share their updated resume for consideration.

HR Contact: Shivangi (HR)

Contact Number: 7055387002

Office Address: G-36, Sector 6, Noida, Uttar Pradesh – 201301

Nearest Metro: Noida Sector 15 Metro Station

📢 Urgent Hiring – Immediate Joiners Preferred!

Freshers and experienced candidates are welcome to apply. If you have good communication skills, enjoy interacting with people, and are interested in building a career in banking sales, we encourage you to apply.

Apply now and become a part of the RupeeQ team!