Job Description: Team Leader – Home Loan Telecalling
Company Name: Finwizz Financial Services Pvt. Ltd.
Department: Home Loan Sales
Designation: Team Leader – Telecalling
Industry: Home Loan / Banking / Financial Services
Location: Andheri West, Mumbai
Experience: 3–5 years in telecalling, preferably in the Home Loan or Mortgage Loan industry
Salary: Negotiable, based on experience
Job Summary
We are looking for an experienced and target-oriented Team Leader – Home Loan Telecalling to manage a team of telecallers, generate qualified home loan leads, and drive business through effective customer engagement and follow-ups.
The ideal candidate should have strong team management, communication, sales conversion, and lead-generation skills, preferably within the Home Loan industry.
Key Responsibilities
Lead, manage, and motivate a team of home loan telecallers to achieve daily, weekly, and monthly targets.
Generate qualified leads for Home Loans through outbound calling and customer follow-ups.
Explain home loan products, eligibility criteria, interest rates, documentation requirements, and application procedures to prospective customers.
Handle leads for home purchase, resale, balance transfer, and loan against property (LAP), wherever applicable.
Allocate leads to team members and monitor calling productivity, follow-ups, and conversion rates.
Ensure regular follow-ups with interested customers and coordinate with the sales team for appointments and field visits.
Monitor daily calling reports, lead status, team performance, and business pipeline.
Conduct regular team meetings, call monitoring, and coaching to improve conversion rates.
Maintain accurate customer records and update lead details in the CRM or MIS.
Ensure professional customer communication and compliance with company policies.
Coordinate with sales managers and the processing team to track lead progress and business closures.
Required Skills
Strong knowledge of Home Loan products and the loan sales process.
Proven experience in telecalling team handling and lead generation.
Excellent communication, convincing, and negotiation skills.
Ability to manage targets, team productivity, and lead conversion.
Good knowledge of MS Excel, CRM systems, and daily MIS reporting.
Strong leadership, problem-solving, and follow-up skills.
Eligibility Criteria
Minimum 3 years of experience in telecalling or telesales, preferably in Home Loans or financial services.
Previous experience handling a team of telecallers.
Experience in achieving sales targets and generating qualified leads.
Candidates with banking, NBFC, mortgage, or home loan DSA experience will be preferred.
Key Performance Indicators (KPIs)
Number of calls and leads generated.
Qualified leads and appointments scheduled.
Lead-to-appointment and appointment-to-login conversion rates.
Team productivity and monthly business contribution.
Follow-up efficiency and lead conversion performance.
How to Apply
Interested candidates with relevant Home Loan telecalling and team-handling experience can apply.
Contact: Abdul Rehman – HR Head
Mobile: 8655865555
Company: Finwizz Financial Services Pvt. Ltd.