Walk-in | Tele Sales Executive

Veerwal Getwork Services

Gurugram District

On-site

INR 250,000 - 450,000

Full time

5 days ago
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Job summary

Veerwal Getwork Services in Gurugram is seeking a Loan Sales professional to contact prospective customers via outbound and inbound calls, assess financial needs, and offer suitable loan solutions. You will generate and qualify leads, explain features and terms, and drive conversions to meet monthly targets.

Role involves coordinating with credit, operations, and other teams to ensure smooth loan processing, maintaining records in CRM/MIS, and upholding lending guidelines and company policies.

Responsibilities

  • Contact prospective customers through outbound/inbound calls for loan products.
  • Understand customers financial requirements and recommend suitable loan solutions.
  • Generate and qualify leads through telecalling and follow-up activities.
  • Explain loan features, eligibility criteria, interest rates, documentation, and repayment terms.
  • Convert leads into successful loan applications and achieve monthly sales targets.
  • Maintain regular follow-ups with prospective customers.
  • Coordinate with credit, operations, and other internal teams for smooth processing.
  • Ensure accurate collection and submission of customer information and documents.
  • Maintain customer relationships and provide timely updates throughout the loan process.
  • Update daily calling, lead, and sales records in CRM/MIS.
  • Ensure compliance with company policies and applicable lending guidelines.

Job description

Role & responsibilities


Key Responsibilities



  • Contact prospective customers through outbound/inbound calls for loan products.

  • Understand customers financial requirements and recommend suitable loan solutions.

  • Generate and qualify leads through telecalling and follow-up activities.

  • Explain loan features, eligibility criteria, interest rates, documentation, and repayment terms.

  • Convert leads into successful loan applications and achieve monthly sales targets.

  • Maintain regular follow-ups with prospective customers.

  • Coordinate with credit, operations, and other internal teams for smooth processing.

  • Ensure accurate collection and submission of customer information and documents.

  • Maintain customer relationships and provide timely updates throughout the loan process.

  • Update daily calling, lead, and sales records in CRM/MIS.

  • Ensure compliance with company policies and applicable lending guidelines.

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