Telecalling Executive
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Key skills for this role
Role Overview
The role promotes personal loan products over the phone, qualifies leads, and guides applicants through documentation.
The position is expected to meet daily and monthly conversion targets while maintaining accurate CRM records.
Key Skills for This Role
Full Job Posting
Role Overview
The role promotes personal loan products over the phone, qualifies leads, and guides applicants through documentation.
The position is expected to meet daily and monthly conversion targets while maintaining accurate CRM records.
Key Responsibilities
- Contact pre-generated leads and explain interest rates, processing fees, tenure, and other loan terms.
- Assess customer financial requirements and recommend suitable loan options.
- Help customers collect income proof, KYC documents, and bank statements.
- Ensure customer documents are submitted accurately.
- Meet or exceed individual and team sales targets.
- Record calls, follow-ups, and customer feedback in the company CRM.
- Answer questions about loan processing status, repayment, and foreclosures.
Essential Qualifications and Skills
- Prior telesales experience is preferred, especially in banking, financial services, or NBFC sectors.
- Excellent verbal communication and negotiation skills in English or regional languages.
- Strong understanding of loan structures, interest calculations, and eligibility criteria.
- A bachelor’s degree in any stream is required.
- Patience and resilience when handling rejections.
- Ability to persuade callers effectively.
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