Telecalling Executive

The Muthoot Group; Thiruvananthapuram; On-site; INR 180,000 - 300,000; Full time

Job summary

apna.co is seeking a Telecalling Sales Executive to promote loan products over the phone, qualify leads, and guide applicants through documentation. The role requires meeting daily and monthly conversion targets and maintaining CRM records.

Responsibilities include lead conversion, needs assessment, document collection, and handling customer queries on processing, repayment, and foreclosures. Strong communication in English or regional languages is essential.

Qualifications

• Experience in telesales, preferably in banking or financial services.
• Strong English and/or regional language communication.
• Solid understanding of loan structures and interest calculations.

Responsibilities

• Lead Conversion: contact pre-generated leads and explain loan terms.
• Needs Assessment: understand customer needs and suggest suitable loans.
• Document Collection: assist with income proof, KYC, bank statements.
• Target Achievement: meet or exceed sales targets.
• Database Management: log calls and follow-ups in CRM accurately.
• Customer Support: address queries on processing, repayment, and foreclosures.

Skills

Telesales experience

Verbal communication

Loan product knowledge

Negotiation skills

Education

Bachelor's degree

Job description

This job is provided by apna.co Telecalling Sales Executive promotes loan products over the phone, qualifies leads, and guides applicants through the documentation process. They are expected to meet daily and monthly conversion targets while maintaining accurate CRM records.

Key Responsibilities

• Lead Conversion: Contact pre-generated leads, explain loan terms (interest rates, processing fees, tenure), and pitch personal loan products.
• Needs Assessment: Understand the customer’s financial requirements and recommend the most suitable loan options.
• Document Collection: Assist customers with gathering required documents (income proof, KYC, bank statements) and ensure they are submitted accurately.
• Target Achievement: Consistently meet or exceed individual and team sales targets.
• Database Management: Log all call interactions, follow-ups, and customer feedback accurately into the company's CRM software.
• Customer Support: Address customer queries regarding loan processing status, repayment, and foreclosures.

Essential Qualifications & Skills

• Experience: Prior telesales experience, preferably in banking, financial services, or NBFC (Non-Banking Financial Company) sectors.
• Communication: Excellent verbal communication and negotiation skills in English and/or regional languages.
• Product Knowledge: Strong understanding of loan structures, interest calculations, and eligibility criteria.
• Education: Must have a Bachelor's degree in any streams .
• Soft Skills: Patience, resilience to handle rejections, and the ability to persuade callers effectively.