Required Telesales Executive - Noida

Key Responsibilities:

1. Outbound Sales Calling:

• Make daily outbound calls to prospective customers from leads provided by the company or sourced from partners/databases.
• Explain different loan products available (e.g., personal loans, business loans, working capital loans, etc.).
• Discuss key details like loan eligibility, interest rates, repayment terms, and documentation required.

2. Customer Engagement & Qualification:

• Understand the customer s loan requirement and assess their eligibility over the phone.
• Identify decision-makers, financial needs, repayment capacity, and urgency of the loan.
• Provide pre-qualification information and explain next steps.

3. Loan Application Processing Support:

• Collect and verify necessary information such as income details, employment status, existing obligations, etc.
• Coordinate with internal teams or backend operations to facilitate application processing.
• Guide customers through online or in-person documentation procedures.

4. Follow-up and Lead Nurturing:

• Conduct regular follow-up calls with leads who have shown interest but not completed the application process.
• Address queries and resolve hesitations related to interest rates, terms, eligibility, or repayment.
• Build trust and rapport to convert potential leads into successful loan disbursements.

5. CRM and Reporting:

• Update all customer conversations, application status, and remarks in CRM tools or loan management software.
• Track lead status and submit daily/weekly performance reports to supervisors or sales managers.
• Maintain clean and organized records of assigned leads.

6. Target Achievement:

• Work towards achieving assigned daily, weekly, and monthly loan disbursement targets.
• Handle pressure positively and strive for continuous improvement in conversion ratios.

7. Compliance and Confidentiality:

• Ensure all communication complies with regulatory and company norms.
• Handle sensitive customer financial information with discretion and confidentiality.
• Avoid misrepresentation of loan terms and maintain high ethical standards.