Calling Executive-Loans

Prefinn FinServ Pvt Ltd; Gurugram District; On-site; INR 300,000 - 420,000; Full time

Job summary

Prefinn FinServ Pvt Ltd in Gurugram invites a Calling Executive – Loans to join our on-site team. You will make outbound calls to potential and existing customers to explain Home Loans, Loans Against Property, Business Loans, and MSME Loans, collect basic info, assess eligibility, and schedule appointments or forward leads to sales or credit teams.

You will maintain call records, follow up on leads, support customers through the initial loan application, and ensure compliance.

Qualifications

• Strong communication and interpersonal skills.
• Ability to explain financial products in simple terms and handle basic customer queries about loans.
• Basic understanding of lending and loan processes.
• Comfort with using CRM tools or call management systems and maintaining accurate data records.
• Goal-oriented with the ability to meet daily/weekly calling and lead-generation targets.
• Good organizational skills and attention to detail for managing customer interactions.
• Prior telesales or call center experience is an advantage.
• On-site in Gurugram; English and Hindi proficiency.

Responsibilities

• Make outbound calls to prospective and existing customers to explain loan products.
• Gather customer information and assess basic eligibility.
• Schedule appointments or forward leads to sales or credit teams.
• Maintain accurate call records and follow up on leads.
• Support customers through the initial stages of the loan application process.
• Adhere to compliance guidelines and meet daily calling targets.
• Collaborate with sales and operations to ensure a positive customer experience.

Skills

Communication skills

Interpersonal skills

CRM familiarity

Organizational skills

Attention to detail

Lead generation targets

Telesales experience

Education

High school diploma

Bachelor’s degree preferred

Tools

CRM tools

Job description

Company Description

Prefinn FinServ Pvt Ltd is a new-age lending fintech focused on providing affordable credit and inclusive housing and MSME financing across Tier 1 to Tier 3 cities. The company leverages a robust lending platform and an Independent Business Operators (IBO) network to reach diverse customer segments. Prefinn offers an integrated B2B platform that enables partners to deliver seamless business operations and customer experiences. Its key products include Home Loans, Loans Against Property, Business Loans, and MSME Loans, supported by collaborations with IBOs, institutional partners, and corporates.

Role Description

The Calling Executive – Loans is a full-time, on-site role based in Gurugram. The role involves making outbound calls to prospective and existing customers to explain loan products such as Home Loans, Loans Against Property, Business Loans, and MSME Loans. The Calling Executive will gather customer information, assess basic eligibility, and schedule appointments or forward leads to the sales or credit teams. Responsibilities include maintaining accurate call records, following up on leads, and supporting customers through the initial stages of the loan application process. The role also requires adherence to compliance guidelines, meeting daily calling targets, and contributing to a positive customer experience.

Qualifications

• Strong communication and interpersonal skills, including clear and polite telephone etiquette.
• Ability to explain financial products in simple terms and handle basic customer queries about loans.
• Basic understanding of lending and loan processes, preferably in housing or MSME financing.
• Comfort with using CRM tools or call management systems and maintaining accurate data records.
• Goal-oriented mindset with the ability to meet daily and weekly calling and lead-generation targets.
• Good organizational skills and attention to detail for managing multiple customer interactions.
• Prior experience in telesales, call center operations, or financial services calling roles is an advantage.
• Minimum educational qualification of a high school diploma; a bachelor’s degree in any field is preferred.
• Ability to work on-site in Gurugram and collaborate effectively with sales and operations teams.
• Proficiency in English and Hindi; knowledge of additional regional languages is a plus.