Position: Telecalling Executive – Bank Loans / Banking Services
Department: Sales / Customer Acquisition
Location: [Pune / Deccan Gymkhana]
Experience: 0–3 Years
Employment Type: Full-Time
Job Summary
We are looking for an energetic and customer-focused Telecalling Executive to handle outbound calls related to bank loans and other banking products/services. The candidate will be responsible for generating leads, explaining suitable financial products, following up with prospective customers and supporting the sales team in achieving business targets.
Key Responsibilities
Make outbound calls to prospective and existing customers regarding personal loans, business loans, home loans, vehicle loans, credit cards and other banking/financial services.
Understand customer requirements and explain relevant loan products, eligibility, documentation, interest rates and basic terms.
Generate and qualify leads through telecalling and follow up with prospective customers.
Maintain regular follow-ups with customers to move leads through the sales process.
Coordinate with the sales/field team for customer meetings and document collection where required.
Assist customers with the basic loan application process and ensure required information/documents are collected.
Maintain accurate records of calls, leads, follow-ups and customer interactions in CRM/Excel.
Achieve daily, weekly and monthly calling and lead-generation targets.
Handle customer queries professionally and provide accurate information.
Follow company policies, banking guidelines and applicable compliance requirements.
Maintain confidentiality of customer and financial information.
Desired Skills
Good verbal communication and interpersonal skills.
Customer-oriented approach with good convincing and negotiation abilities.
Basic understanding of banking products and loan processes.
Comfortable making a high volume of outbound calls.
Ability to handle targets and work in a performance-driven environment.
Basic computer knowledge and familiarity with MS Excel/CRM.
Good follow-up and relationship-management skills.
Fluency in English, Hindi and Marathi would be an advantage.
Qualification & Experience
Minimum 12th Pass / Graduate in any discipline.
Prior experience in telecalling, banking, NBFC, loan sales, insurance, credit cards or financial services will be preferred.
Freshers with good communication skills may also be considered.
Key Performance Indicators (KPIs)
Number of calls made.
Qualified leads generated.
Customer conversions.
Loan applications initiated.
Follow-up effectiveness.
Achievement of monthly sales/lead targets.
Customer service and quality of interaction.