Telesales Loan Sales

Roles & Responsibilities:

• Generate new business loan leads through field visits, referrals, cold calling, and networking.

• Identify eligible customers for business loans.

• Explain loan products, interest rates, eligibility, and documentation requirements.

• Meet potential customers and convert leads into successful loan applications.

• Collect and verify customer documents as per company policy.

• Coordinate with the credit and operations team for loan processing.

• Follow up with customers until loan disbursement.

• Achieve daily, weekly, and monthly sales targets.

• Maintain accurate records of customer interactions and sales activities.

• Build and maintain long-term relationships with clients.

• Resolve customer queries and provide after-sales support.

• Ensure compliance with company policies and regulatory guidelines.

• Submit daily activity reports to the Sales Manager.

• Support and guide junior sales executives when required.

• Participate in sales meetings and product training sessions.

• Represent the company professionally in the market.

Required Skills:

• Strong communication and negotiation skills.

• Sales and customer handling skills.

• Lead generation and closing ability.

• Knowledge of business loan products.

• Relationship-building skills.

• Problem-solving and decision-making ability.

• Time management and target-oriented approach.

• Basic computer knowledge (MS Excel, CRM, Email).

Qualifications:

• Graduate in any discipline (preferred).

• Minimum 2–5 years of experience in Business Loan, LAP, Working Capital, or Financial Services sales.

Key Performance Indicators (KPIs):

• Monthly sales target achievement.

• Number of new customers acquired.

• Loan disbursement value.

• Lead conversion ratio.

• Customer satisfaction.

• Daily follow-up and reporting compliance.

• Documentation accuracy.

• It is a Full Time Telesales / Telemarketing job for candidates with 1 - 6+ years Experience.