tele caller

Lokansh Wealth Private Limited; West Delhi; On-site; INR 167,000 - 234,000; Full time

Job summary

Lokansh Wealth Private Limited in India is seeking a Tele Caller to join our on-site team in West Delhi. You will make outbound calls to prospective and existing clients, explain loan products, and collect basic financial and personal information to assess eligibility.

You will maintain call records, update customer details in the CRM, schedule follow-ups with senior team members, respond to inquiries, and work toward daily lead-generation targets with professional communication.

Qualifications

• Strong verbal communication in English and Hindi.
• Customer service and relationship-building to handle queries and explain products.
• Interest in financial products and willingness to learn.
• Ability to use CRM or call-tracking tools and maintain accurate records.
• Comfort with a target-driven environment and good time management.
• Minimum education: Higher Secondary (12th pass); graduation an advantage.
• Telecalling/telesales experience in finance preferred but not mandatory.
• Professional, respectful attitude and commitment to non-discriminatory service.

Responsibilities

• Make outbound calls to prospective and existing clients.
• Explain loan products and gather basic financial/personal information to assess eligibility.
• Maintain call records and update customer details in the system.
• Schedule follow-ups or appointments with senior team members.
• Respond to inquiries and share information about loan options.
• Support customers through the initial stages of the loan process.
• Meet daily calling and lead-generation targets with polite, clear communication.

Skills

Verbal communication

Customer service

Loans knowledge

Record keeping

Time management

Target-driven

Telecalling experience

Professional attitude

Education

Higher Secondary (12th pass); graduation an advantage

Tools

CRM

Call-tracking tools

Job description

Company Description

Lokansh Wealth Private Limited is a Pan-India financial solutions firm that connects individuals, entrepreneurs, and businesses with suitable loan products through a strong network of banks and NBFCs. The company offers a wide range of services, including personal loans, business loans, home loans, loans against property, education loans, and other tailored financial solutions. Lokansh Wealth also builds partnerships with financial professionals, such as Sub-DSAs, Chartered Accountants, property consultants, and insurance advisors, to expand access to financing options. With a customer-focused approach, the organization supports clients throughout the loan application journey and aims to create sustainable growth through trusted relationships and collaborative channel partnerships.

Role Description

This is a full-time, on-site Tele Caller role based in West Delhi. The Tele Caller will be responsible for making outbound calls to prospective and existing clients, explaining loan products, and gathering basic financial and personal information to assess eligibility. The role includes maintaining call records, updating customer details in the system, and scheduling follow-ups or appointments for further discussion with senior team members. The Tele Caller will respond to inquiries, share information about different loan options, and support customers through the initial stages of the loan process. The role also involves meeting daily calling and lead-generation targets while providing polite, clear, and professional communication.

Qualifications

• Strong verbal communication skills in English and Hindi, with a clear and confident telephone manner.
• Customer service and relationship-building skills to handle queries, explain products, and maintain a positive client experience.
• Basic knowledge or interest in financial products and loans (personal, business, home, LAP, education) and willingness to learn.
• Ability to use CRM or call-tracking tools, maintain accurate records, and manage follow-ups efficiently.
• Comfort with working in a target-driven environment, with good time management and organizational skills.
• Minimum educational qualification: Higher Secondary (12th pass); graduation in any field is an advantage.
• Prior telecalling, telesales, or call center experience in finance or related fields is preferred but not mandatory.
• Professional, respectful attitude and commitment to non-discriminatory, customer-focused service.