Tele Sales Officer

Veerwal Getwork Services; Navi Mumbai, Gurugram District; On-site; INR 300,000 - 420,000; Full time

Benefits offered by this job

Incentives

Job summary

Veerwal Getwork Services is seeking a Relationship Manager - Tele Sales to build and retain SME loan relationships. You will handle end-to-end loan origination from sourcing to disbursal and coordinate with partners for documentation while ensuring prompt, compliant processing.

The ideal candidate may be a fresher with strong communication and a finance background or 6 months to 1 year in sales within financial services, eager to earn incentives and maintain dependable attendance.

Qualifications

• Fresher with excellent communication skills and from finance background (Masters in Finance/B. Com).
• 6 months to 1 year of experience from financial services (Banks/NBFC) in sales, managing the entire journey of the customer from lead generation till disbursement.
• Hands-on selling services to customers.
• Maintain regular and reliable work attendance.
• Excited to earn incentives.

Responsibilities

• Work as part of the team engaged in loan processing of applications received through channel partners.
• Own and manage end to end loan origination process from sourcing to disbursal.
• Understand client requirements, gather relevant information, and process the application.
• Appraisal of loan application on various parameters ensuring credit quality of business.
• Coordinate with documentation executives for relevant documentation and acknowledgement.
• The role involves regular coordination with Credit Risk, Quality check and Operations team in the journey of loan application from sourcing to disbursal.
• Calling the customer and letting them understand the loan procedure from lead to disbursal.
• Timely completion of tasks assigned for the day.
• Meet the TAT benchmarks on loan processing.
• Be an advisor to the client.

Skills

Communication skills

Finance background

Sales experience

Customer onboarding

Education

Masters in Finance/B. Com

Job description

Role: We are looking for Relationship Managers Tele Sales who believe in and maintain long-term relationship with Micro, Medium

and Small Enterprise customers and go an extra mile in on-boarding new customers and retaining old ones.

Key Tasks:

• To work as part of the team engaged in loan processing of applications received through channel partners.
• Own and manage end to end loan origination process from sourcing to disbursal.
• Understand client requirements, gather relevant information, and process the application. Keep client experience

paramount. Be prompt in connecting with the customer, be responsive during the processing of a case.

• Appraisal of loan application on various parameters. Ensure quality of business i.e. all credit parameters to be met while

loan processing.

• Work within the laid down framework and ensure 100% compliance. Coordinate with documentation executives for relevant

documentation and acknowledgement.

• The role involves regular coordination with Credit Risk, Quality check and Operations team in the journey of loan application

from sourcing to disbursal.

• Calling the customer and letting them understand the loan procedure from lead to disbursal
• Timely completion of tasks assigned for the day.
• Meet the TAT benchmarks on loan processing.
• Be an advisor to the client.

Great Fit:

• Fresher with excellent communication skills and from finance background (Masters in Finance/B. Com)
• 6 months to 1 year of experience from financial services (Banks/NBFC) in sales, managing the entire journey of the

customer from lead generation till disbursement.

• Hands-on selling services to customers.
• Maintain regular and reliable work attendance
• Excited to earn incentives.