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Job Description – Tele Sales Executive (DSA / LSP – Loan Products)

Job Title:

Tele Sales Executive – Loan Products (DSA / LSP Model)

Department:

Sales & Business Development

Employment Type:

Full-Time

Location:

[Office Location / Work From Office]

About the Role

We are hiring Tele Sales Executives to support our operations as a Direct Selling Agent (DSA) / Loan Service Provider (LSP). The role involves customer interaction, lead qualification, and facilitation of loan applications for Personal Loans (PL), Business Loans (BL), and Loan Against Property (LAP) in partnership with banks and NBFCs.

The executive will not approve, sanction, or disburse loans and will strictly operate within the scope of an RBI-compliant DSA/LSP framework.

Key Responsibilities

• Make outbound calls to prospective customers using approved lead sources

• Educate customers about loan products offered by partner banks / NBFCs

• Understand customer eligibility and financial requirements

• Collect and verify preliminary customer information and documents

• Share leads/applications with partner lenders as per defined process

• Follow up with customers for documentation and application status

• Coordinate with internal sales, credit, and operations teams

• Maintain accurate call logs, lead data, and customer records in CRM

• Meet assigned lead conversion and productivity targets

• Ensure transparent communication—no misleading claims or promises

• Follow RBI guidelines, lender instructions, and company compliance policies

Scope & Compliance (Important)

• The role is limited to sourcing, customer support, and facilitation only

• No authority to:

  • Approve or reject loan applications

  • Decide interest rates, tenure, or charges

  • Collect cash or fees from customers

• All loan terms are determined solely by partner banks / NBFCs

Eligibility Criteria

• Minimum 12th Pass (Graduates preferred)

• 0–3 years experience in telesales / loan sales / financial services

• Freshers with strong communication skills may apply

• Knowledge of PL / BL / LAP is preferred

• Comfortable working in a target-driven environment

Required Skills

• Clear and ethical sales communication

• Customer handling and follow-up discipline

• Basic understanding of loan eligibility concepts

• CRM and basic computer skills

• Ability to explain products without misrepresentation

Languages Required

• Hindi & English (mandatory)

• Regional language is an added advantage

Compensation & Benefits

• Fixed Salary + Performance-based Incentives

• Incentives linked to successful disbursements

• Structured training on products & compliance

• Career growth in BFSI sales domain

Reporting To:

Team Leader / Sales Manager

• It is a Full Time ఫీల్డ్ అమ్మకాలు job for candidates with 6 months - 3 years of experience.