Walk-in | Relationship Manager

Werize; Bengaluru; On-site; INR 300,000 - 600,000; Full time

Job summary

Werize in Bengaluru, India is seeking an inside sales professional to handle inbound and outbound calls for Personal, Business and Home Loans, credit cards, and related products. You will work with pre-generated leads and manage the complete loan sales cycle from inquiry to disbursement.

The role requires 1–3 years in telesales, fintech/banking experience, strong communication, and Hindi language proficiency; CRM knowledge is a plus.

Qualifications

• 1–3 years of experience in telesales / inside sales with exposure to loan products.
• Experience in Fintech / NBFC / Banking is mandatory or highly preferred.
• Hands-on experience in Personal Loan, Business Loan, or Home Loan sales, credit cards, fixed deposit.
• Strong communication skills with customer-handling confidence.
• Hindi is mandatory; knowledge of any South Indian language is an added advantage.

Responsibilities

• Handle inbound and assigned outbound calls for loan products such as Personal Loans, Business Loans, and Home Loans, credit cards, fixed deposit, RD, LAP.
• Connect with pre-generated leads only (no lead generation involved).
• Explain loan features, eligibility, interest rates, documentation, and end-to-end process clearly.
• Manage the complete loan sales cycle from customer interaction to loan disbursement.
• Follow up with customers for documentation and application status.
• Update and maintain accurate customer records in CRM systems.
• Achieve assigned sales and conversion targets.
• Ensure compliance with internal policies and regulatory guidelines.
• Deliver a high-quality customer experience and build trust with customers.

Skills

Strong communication

Hindi language

CRM familiarity

Tools

CRM tools

Job description

Role & Responsibilities

• Handle inbound and assigned outbound calls for loan products such as Personal Loans, Business Loans, and Home Loans, credit cards, fixed deposit, RD, LAP.
• Connect with pre-generated leads only (no lead generation involved)
• Understand customer requirements and recommend suitable loan products
• Explain loan features, eligibility, interest rates, documentation, and end-to-end process clearly
• Manage the complete loan sales cycle from customer interaction to loan disbursement
• Follow up with customers for documentation and application status
• Update and maintain accurate customer records in CRM systems
• Achieve assigned sales and conversion targets
• Ensure compliance with internal policies and regulatory guidelines
• Deliver a high-quality customer experience and build trust with customers

Preferred Candidate Profile

• 1-3 years of experience in telesales / inside sales with exposure to loan products
• Experience in Fintech / NBFC / Banking is mandatory or highly preferred
• Hands-on experience in Personal Loan, Business Loan, or Home Loan sales, credit cards, fixed deposit
• Strong communication skills with customer-handling confidence
• Hindi is mandatory; knowledge of any South Indian language (Telugu / Tamil / Kannada / Malayalam) is an added advantage
• Target-driven, disciplined, and comfortable working in a performance-oriented environment
• Familiarity with CRM tools and basic computer skills preferred