Tele calling

Sales Type: Loan/ Credit Card

12वी पास आणि त्याहून अधिक

Females Only

6 days working | Day Shift

PAN Card, Aadhar Card, Bank Account

Lead Calling & Follow-ups Contact potential customers via phone to promote loan products (personal, home, business, etc.)Follow up on leads generated through campaigns, digital platforms, referrals, or walk-ins Product Pitching Clearly explain different types of loan products, features, benefits, and eligibility criteria Answer customer queries regarding interest rates, EMIs, tenure, documentation, and processNeeds AssessmentUnderstand the financial needs of the customer and recommend suitable loan productsCross-sell or upsell related financial products as per eligibilityData Management & CRM UpdatesMaintain records of calls, leads, conversations, and outcomes in the CRMEnsure accurate documentation and timely updates for tracking performanceTarget AchievementWork toward monthly/quarterly sales targets, conversions, and lead closuresMeet or exceed assigned KPIs like daily calls, qualified leads, and conversion rateCoordination with Sales/Operations TeamsCoordinate with field sales or backend team for documentation and processingEnsure smooth handover of leads and support in closing dealsCompliance & Process AdherenceFollow company policies, lending norms, and regulatory guidelinesMaintain professionalism and confidentiality in all client interactionsCustomer ExperienceBuild trust and rapport with potential borrowersEnsure a positive and professional experience throughout the customer journey