Telecaller

We are seeking a dynamic and target-driven Telecaller to join our Bank Direct Selling Agent (DSA) team. The role involves contacting schools, colleges, hospitals, and other institutional customers to promote bank loan products. The Telecaller will identify potential borrowers, generate qualified leads, explain loan offerings, schedule meetings for the sales team, and support the customer throughout the initial loan application process.

Key Responsibilities

• Make outbound calls to schools, colleges, hospitals, educational institutions, and healthcare organizations.
• Promote bank loan products designed for institutional financing, including infrastructure loans, equipment loans, working capital loans, term loans, and loan against property.
• Identify customer funding requirements and assess eligibility for suitable loan products.
• Explain loan features, interest rates, repayment options, documentation requirements, and the application process.
• Generate qualified leads and schedule appointments for Relationship Managers or Sales Executives.
• Build and maintain strong relationships with decision-makers such as school administrators, college management, hospital owners, trustees, finance managers, and directors.
• Follow up regularly with prospects to maximize lead conversion.
• Maintain accurate records of calls, customer interactions, and lead status in the CRM system.
• Coordinate with internal sales and credit teams to ensure timely processing of loan applications.
• Achieve daily calling targets, lead generation goals, and monthly business objectives.

Required Skills

• Strong verbal communication and relationship-building skills.
• Excellent persuasion, negotiation, and follow-up abilities.
• Ability to communicate confidently with institutional decision-makers.
• Basic understanding of banking and loan products is an advantage.
• Proficiency in MS Office and CRM software.
• Self-motivated, target-oriented, and capable of working independently.

Key Performance Indicators (KPIs)

• Number of outbound calls made.
• Qualified institutional leads generated.
• Meetings scheduled for the sales team.
• Loan applications initiated.
• Lead-to-application conversion rate.
• Monthly business targets achieved.

Compensation & Benefits

• Competitive fixed salary.
• Attractive performance-based incentives.
• Career growth opportunities in banking and financial services.
• Training on bank loan products and institutional financing.

Work Schedule

• Full-time position.
• Day shift.
• Office-based role with regular coordination with the field sales team.

Preferred Customer Segments

• Schools
• Colleges and Universities
• Hospitals and Healthcare Institutions
• Educational Trusts
• Medical Trusts
• Coaching Centres and Training Institutes
• Other eligible institutional borrowers