Responsibilities identify and develop new business opportunities for loan products. Engage with prospective clients to understand their financial needs. Recommend appropriate loan products based on client needs and financial status. Ensure compliance with company policies and regulatory requirements during the sales process. Maintain strong, ongoing relationships with clients, providing exceptional customer service. Achieve and exceed sales targets on a monthly and quarterly basis. Provide regular sales reports and updates to management. Coordinate with other departments to ensure timely processing and approval of loans. Stay up-to-date with the latest loan products and market trends.
Apna Finserv is seeking energetic and self-motivated Telecallers to join our loan sales team. The role involves calling potential customers from a provided lead database, understanding their financial needs, and offering suitable loan products such as Personal Loans, Business Loans, and other loan-related services. You will be responsible for explaining product features, eligibility, documentation, and repayment options, while also handling objections and persuading customers to proceed with the application. The job requires consistent follow-ups, coordination with the field and backend teams for document collection, and updating lead status regularly in the CRM. You will be expected to meet daily and monthly sales targets while delivering excellent customer service and maintaining accurate records of interactions. This is a target-driven role that offers a great opportunity for growth, with attractive incentives based on performance.
🏢 Back Office Discussion – DSA (Personal Loan / Business Loan) 1️⃣ File Process Flow Lead received from DSA / Connector Document verification (KYC, income proof, bank statement, etc.) Eligibility check (CIBIL, repayment capacity, loan amount) File login & system entry Bank coordination and follow-up for approval Disbursal confirmation and payout tracking --- 2️⃣ Document Checklist Personal Loan PAN Card, Aadhar Card Latest 3 Month Salary Slip 6 Month Salary Account Bank Statement Office ID / Address Proof Passport size photo Business Loan PAN Card, Aadhar Card Shop Act / Gumasta / Udyam 1 Year Current Account Statement ITR with Computation (Last 2 Years) GST (if available) Business Proof (Bill/Invoice/Visiting Card) --- 3️⃣ Back Office Responsibilities Lead tracking and daily report update File login entry with proper remarks Missing document follow-up with DSA Communication with bank RM/team Maintain approval/disbursal MIS Timely payout confirmation --- 4️⃣ Meeting Discussion Points Daily login vs disbursal report Pending file list and reasons Rejection analysis and solution TAT (Turnaround Time) improvement Payout release follow-up with bank Performance review of each DSA