Female Sales Executive

Key Responsibilities:

1. Telecalling & Customer Engagement

• Make outbound calls to potential customers using the company s database or marketing-generated leads.
• Pitch personal loan products (salaried/self-employed) clearly and persuasively.
• Understand the customer 's loan requirements, eligibility, and repayment capacity.
• Clarify basic queries related to interest rates, EMI options, loan tenure, and documentation.

2. Lead Generation & Conversion

• Generate leads by initiating conversations, building rapport, and understanding customer needs.
• Pass on qualified leads to the documentation or loan processing team for follow-up.
• Follow up regularly with interested leads through phone, WhatsApp, or SMS until closure.
• Meet or exceed daily/weekly/monthly lead targets set by the team leader.

3. Product Knowledge

• Stay updated with various personal loan products, offers, eligibility criteria, and documentation.
• Understand differences between loans for salaried vs. self-employed customers.
• Guide customers on basic loan eligibility checks such as CIBIL score, income proof, and KYC norms.

4. CRM & Data Entry

• Accurately enter customer details, call status, and remarks in the CRM or lead tracking system.
• Maintain organized call logs and follow-up schedules.
• Ensure no duplicate leads and maintain data hygiene in customer records.

5. Customer Service

• Maintain a polite, professional, and customer-centric approach during all interactions.
• Address initial concerns, objections, or doubts with clarity and confidence.
• Handle sensitive financial conversations with confidentiality and responsibility.

Required Skills & Competencies:

• Strong communication skills in Hindi and/or regional languages; basic English understanding is a plus.
• Telecalling or sales experience is preferred (especially in BFSI, DSA, or tele-sales sectors).
• Ability to build rapport quickly and handle rejections positively.
• Basic knowledge of loans, banking, or finance is desirable but not mandatory (training will be provided).
• Must be confident, target-oriented, and self-motivated.
• Good listening skills and attention to detail in understanding customer needs.
• Ability to work as part of a team and take feedback constructively.