Telecalling Executive

Ramkrishna Pure Finance; Mumbai; On-site; INR 180,000 - 240,000; Full time

Job summary

Ramkrishna Pure Finance in Mumbai seeks a proactive tele-sales executive to make outbound calls, explain LAP and loan features, and assess basic eligibility. You will generate new leads and follow up on existing ones to maintain a healthy sales funnel.

You'll coordinate with credit and operations teams for smooth processing, maintain daily call reports in the CRM, and aim to meet monthly login and disbursement targets while handling KYC document forwarding.

Qualifications

• Experience in tele-sales of loan products.
• Basic English communication.
• Strong convincing and follow-up skills.
• Target-driven attitude.
• Basic computer knowledge.

Responsibilities

• Make outbound calls to prospective customers from provided leads/data.
• Explain LAP and other loan product features clearly.
• Understand customer financial requirements and check basic eligibility.
• Generate fresh leads and follow up on existing leads.
• Fix appointments for field sales team (if required).
• Coordinate with credit and operations team for smooth processing.
• Maintain daily call reports and update CRM.
• Achieve monthly login and disbursement targets.
• Collection and forwarding of client KYC documents to Credit team
• Case Login on LOS/LMS

Skills

Tele-sales

Communication

Negotiation

Targets

Loan documentation

Job description

Role & responsibilities

• Make outbound calls to prospective customers from provided leads/data.
• Explain LAP and other loan product features clearly.
• Understand customer financial requirements and check basic eligibility.
• Generate fresh leads and follow up on existing leads.
• Fix appointments for field sales team (if required).
• Coordinate with credit and operations team for smooth processing.
• Maintain daily call reports and update CRM.
• Achieve monthly login and disbursement targets.
• Collection and forwarding of client KYC documents to Credit team
• Case Login on LOS/LMS

Candidate Requirements:

• Candidates with experience in Personal Loan / Business Loan / Home Loan / Gold Loan / Mortgage Loan tele-sales may also apply.
• Minimum English-speaking ability (basic communication required).
• Strong convincing and follow-up skills.
• Target-driven attitude.
• Basic computer knowledge.

Skills Required:

• Tele-sales experience in loan products
• Good communication skills
• Negotiation and persuasion skills
• Ability to work under targets
• Basic understanding of loan documentation