Telecalling Executive – Loan Product

Role: Telecalling Executive – LAP and Loan Products
Location: BKC, Mumbai
Experience: 1-3 years

Mandatory Skills
Understanding of Loan Against Property (LAP)
experience with outbound telecalling specifically for loan products or LAP
Customer relationship management
Product knowledge of financial products
Sales pitch delivery

Job Summary:
We are hiring a dynamic and target-oriented Telecalling Executive for our NBFC
operations. Candidates with experience in Loan Against Property (LAP) will be given
preference. However, candidates with experience in other loan tele-sales profiles such as
Personal Loan, Business Loan, Home Loan, Mortgage Loan, Gold Loan, or any
secured/unsecured loan products are also encouraged to apply.

• Make outbound calls to prospective customers for promoting Loan Against Property (LAP) and other loan products
• Generate quality leads through tele-calling and convert prospects into customers by effectively communicating product benefits
• Understand customer requirements and recommend suitable loan products matching their financial needs
• Maintain detailed records of all calls and customer interactions in the CRM system
• Achieve daily, weekly, and monthly sales targets and calling metrics as assigned by management
• Follow up with interested prospects through multiple touchpoints to ensure loan application completion
• Coordinate with field sales teams and loan processing teams for smooth customer onboarding
• Handle customer queries, objections, and concerns professionally while maintaining excellent customer service
• Stay updated with current loan schemes, interest rates, eligibility criteria, and documentation requirements
• Conduct need analysis and qualify leads based on eligibility parameters before forwarding to the sales team
• Maintain high standards of compliance with company policies and regulatory guidelines during all customer interactions
• Participate in regular training sessions and team meetings to enhance product knowledge and sales techniques
• Generate daily and weekly reports on calling activity, lead generation, and conversion ratios