Telecalling Executive

About the Company:

Pay & Serve is a leading digital and physical lending aggregator working with banks and NBFCs across India for the last 7+ years. We enable seamless access to financial products through our B2B, B2C, D2C, and Franchise-based LDP model, especially in Tier 2, Tier 3, and rural markets.

The Telecalling Executive will be responsible for sourcing and onboarding new channel partners/LDP franchisees for the B2B loan vertical. The role includes daily outbound calling, explaining business models, generating interest, scheduling meetings, and ensuring smooth onboarding of partners into the Pay & Serve ecosystem.

Below is a clear, concise, and job-portal–ready Responsibilities & Requirements Description for the Telecalling Executive (B2B Loan Partner Sourcing & Onboarding) role at Pay & Serve, Patna Branch. You can paste this directly into any job portal.

Job Responsibilities:-

• Conduct daily outbound calls to potential channel partners and franchise prospects for the B2B Loan Department.
• Explain Pay & Serve’s partner model, commission structure, and benefits clearly and convincingly.
• Source, qualify, and onboard new LDP partners and business associates as per monthly targets.
• Maintain consistent follow-ups through calls, WhatsApp, and email to convert leads into active partners.
• Schedule virtual or physical meetings with interested prospects and coordinate with the business team.
• Support documentation and KYC completion during the partner onboarding process.
• Maintain accurate call logs, lead reports, and daily activity updates in CRM or assigned trackers.
• Build and maintain long-term relationships with partners to ensure engagement and retention.
• Achieve weekly and monthly performance KPIs related to lead generation, conversions, and onboarding.
• Assist the department head in executing partner-development campaigns and business growth tasks.

Required Skills & Qualifications:-

• Minimum qualification: 12th Pass; Graduation preferred.
• Strong communication and telecalling skills in Hindi (English is a plus).
• Confidence in outbound calling and the ability to explain business models clearly.
• Convincing, negotiation, and lead-conversion skills.
• Basic understanding of loans, finance, or fintech is an advantage.
• Ability to handle targets and work in a performance-driven environment.
• Basic computer knowledge (Excel, Email, WhatsApp, CRM).
• Positive attitude, discipline, and willingness to learn.

Experience:-

• 0–1 years of experience in telecalling, sales support, or customer handling.
• Freshers with strong communication skills are welcome.

Other Requirements:-

• Be comfortable with daily calling and consistent follow-up work.
• Must be target-oriented and able to manage lead pipelines efficiently.
• Ability to work from the Patna Branch (Udemy Bhawan) during regular office hours.
• Immediate joiners preferred.