Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will contact prospective business-loan customers, understand their financing needs, explain loan products and eligibility requirements, and qualify leads. You will follow up with customers, address queries and objections, coordinate loan processing with internal teams, maintain lead records, and work toward calling and conversion targets while following compliance requirements.
Requirements
- Undergraduate status is accepted
- Comfort working Monday to Saturday
- 1+ years of experience in telesales, inside sales, telecalling, or customer-facing sales
- Experience in Business Loans, Personal Loans, Lending, Banking, NBFCs, or FinTech is preferred
- Experience handling premium or high-value leads or customers is advantageous
- Strong Hindi and English communication skills
- Ability to handle outbound calls and manage a lead funnel through follow-ups
- Sales, persuasion, and objection-handling skills
- Ability to understand customer requirements and explain financial products clearly
- Ability to speak with business owners and premium customers
- Lead management and customer relationship management skills
- Problem-solving skills
- Basic understanding of financial products
- Ability to use CRM systems and sales tools
Responsibilities
- Contact premium, high-intent, and other prospective business-loan leads
- Understand customers’ business needs and financing requirements
- Explain loan products, eligibility criteria, terms, and documentation requirements
- Build customer relationships through consultative conversations
- Qualify leads and move relevant prospects through the sales journey
- Follow up with interested customers to drive conversions and application completion
- Handle customer queries and objections
- Coordinate with internal teams from lead qualification through loan processing
- Maintain accurate lead and follow-up information in relevant systems
- Meet calling, conversion, and business targets
- Ensure customer communications comply with company policies and requirements
Benefits
- Annual leave in addition to bank holidays
- Paid maternity, paternity, and adoption leave
- Paid and unpaid sabbatical options after milestone years
- Private family health insurance with OPD coverage and top-up options
- Accident and life insurance
- Mental-wellbeing therapy sessions, courses, meditations, and workshops
- Paid volunteering and development days
- Home-office setup contribution
- Laptop ownership after replacement
- Office snacks, coffee, tea, and lunch