Telecalling Executive

Job Overview

We are seeking an experienced and result-driven Telecaller / Inside Sales Executive to join our growing loan syndication team. In this role, you will connect with pre-screened leads and existing bank customers to market a diverse portfolio of financial products, including Personal Loans, Business Loans, Home Loans, and Loan Against Property (LAP). [1, 2, 3, 4]

The ideal candidate will have a strong background in financial telesales, excellent communication skills, and a proven track record of converting leads into successful loan applications.

Key Responsibilities

• Outbound Calling: Dial outbound calls daily to prospective clients using internal databases or digital leads.
• Need Analysis: Profile clients to identify their financial requirements (unsecured vs. secured lending).
• Product Pitching: Explain the features, interest rates, benefits, and eligibility criteria of various loan products.
• Document Collection: Guide clients through the application process and collect initial KYC and income documents.
• Collaboration: Coordinate closely with the credit, underwriting, and bank sales managers to ensure smooth loan processing.
• Target Achievement: Meet or exceed monthly targets for lead generation, file login, and final loan disbursement.
• CRM Management: Maintain accurate, up-to-date daily call logs and follow-up status notes in the company CRM. [1, 2, 3, 4, 5]

Required Skills and Qualifications

• Experience: 1 to 4 years of experience as a Telecaller specifically in Loans/Banking/NBFCs is mandatory.
• Product Knowledge: Strong understanding of eligibility norms for Personal Loans, Business Loans, and Mortgages (LAP/HL).
• Communication: Fluent in English and Hindi (knowledge of regional local languages is a major advantage).
• Sales Acumen: Excellent convincing, negotiation, and relationship-building skills over the phone.
• Education: Minimum Graduate or 12th Pass with relevant financial sales experience.
• Tech Savvy: Comfortable using CRM software, cloud telephony (e.g., Ameyo, Exotel), and Microsoft Excel. [1, 2, 3]

Benefits & Perks

• Competitive fixed monthly salary.
• Uncapped performance incentives based on monthly loan disbursement volumes.
• Clear career progression to Team Leader or Relationship Manager roles.
• Regular training programs on banking updates and advanced sales techniques.