HL Concierge

Mymoneykarma Infomatics; Navi Mumbai; On-site; INR 167,000 - 279,000; Full time

Job summary

Mymoneykarma Infomatics in Mumbai requires a Telecaller to manage the end-to-end mortgage document journey from initial contact to file submission. You will explain, reassure, and persuade customers to provide required documents while maintaining a strong relationship with the client and credit teams.

This is an in-office role with proximity to credit and operations teams. Ideal candidates have at least 1 year in telecalling, strong English/Hindi communication, and solid MS Word/Excel skills.

Qualifications

• Min 1 year of Telecalling experience.
• Proficient in English and Hindi.
• Strong MS Word and Excel skills; quick to learn internal tools.
• Mumbai-based, in-office role.
• Graduate degree.

Responsibilities

• Own the Document Journey: take mortgage leads from first contact to file submission and build a complete file.
• Convince and coach customers to provide required documents and maintain rapport.
• Run the Internal Loan System: upload, tag, and organize documentation for the credit team.
• Liaise with Credit: hand off files and translate pendencies into clear customer asks to resolve quickly.
• Close the Loop on Pendencies: re-engage customers for additional information when needed.
• Ensure Disbursal: track files through processing, sanction, and disbursal; be the single point of accountability.

Skills

Telecalling

English communication

Hindi communication

MS Word

MS Excel

Organized

Education

Graduate degree

Tools

Loan management system

Job description

What Youll Do

• Own the Document Journey: Take every assigned mortgage lead from first contact to file submission. Identify exactly what’s needed for each customer profile and build a clean, complete file.
• Convince and Coach Customers: Customers don’t always understand why we need every document. You’ll explain, reassure, and persuade—turning reluctance into cooperation without losing the relationship.
• Run the Internal Loan System: Upload, tag, and organize documentation in our internal platform. Maintain pristine records so the credit team has everything they need on the first review.
• Liaise with Credit: Hand off files to the credit team and stay close as they review. When pendencies are raised, translate them into clear customer asks and resolve them quickly.
• Close the Loop on Pendencies: Re-engage customers when credit needs additional information, clarifications, or corrected documents. Keep momentum so files don’t stall.
• Ensure Disbursal: Track each file through processing, sanction, and disbursal. Be the single point of accountability that both the customer and the credit team can rely on.
• Be the Voice of the Customer: Surface friction points, recurring document gaps, and process pain back to the operations and product teams so we keep getting better.

Who You Are Required

• Min 1 year of experience in Telecalling
• Excellent written and oral communication in English and Hindi—you can hold a confident conversation with both a young salaried customer and a senior credit officer.
• Strong working knowledge of Microsoft Word and Excel, plus comfort picking up new internal tools and loan management systems.
• Mumbai-based, this is an in-office role with proximity to our credit and operations teams.
• Organized, detail-obsessed, and unflustered by follow-ups—you treat a pending document like an open ticket until it’s closed.

The Details

Location Mumbai, Vashi (in-office)

Languages English and Hindi (mandatory); regional language optional

Role Type Full-time, individual contributor

Reports To Head of Customer Operations

Age Upto 38 Years

Qualification Any graduate