Mohali
INR 0.14 - 0.24 Lacs P.A.
Remote
Full Time
ob Summary:We are seeking a motivated and customer-focused Telecaller to join our Loan Department. The ideal candidate will be responsible for reaching out to potential and existing customers to explain loan products, guide them through the application process, and ensure proper follow-up to convert leads into successful loan applications. Key Responsibilities:Make outbound calls to prospective customers to promote personal, business, or home loan products. Answer inbound queries related to loan options, interest rates, documentation, and eligibility. Provide detailed information about loan terms and conditions in a clear and persuasive manner. Generate and qualify leads, and maintain a strong follow-up schedule to maximize conversions. Maintain accurate records of customer interactions and update CRM tools regularly. Coordinate with the sales and credit team for processing and closing loan applications. Meet daily, weekly, and monthly targets for calls and lead conversions. Requirements:High school diploma or graduation; additional certification in sales or finance is a plus. Prior experience in telecalling, telesales, or customer support, preferably in the banking or financial services sector. Good communication skills in English and local languages. Basic knowledge of loan products and banking procedures. Ability to handle customer objections positively and professionally. Target-driven and able to work under pressure. (Home Loan, Business Loan, Personal Loan, Vehicle Loan)
Mohali, Punjab
INR Not disclosed
On-site
Full Time
Job Summary: We are looking for a dynamic and self-motivated Field Executive to join our Loans Department. The ideal candidate will be responsible for loan application sourcing, customer verification, documentation collection, and assisting with credit evaluations by visiting clients in person. This is a field-based role requiring strong communication skills, a customer-centric approach, and the ability to work independently. Key Responsibilities: Source potential customers for personal, business, home, or vehicle loans. Visit clients to collect and verify loan application documents. Conduct on-site verifications including residence, employment, and business verification as required. Assist clients in filling out loan applications and explain terms, interest rates, and documentation requirements. Coordinate with the credit and operations team for processing applications. Ensure timely submission of collected documents and maintain accurate field reports. Follow up with clients regarding additional information or pending documentation. Build and maintain strong customer relationships to encourage repeat business and referrals. Maintain compliance with company policies and regulatory guidelines during field visits. Requirements: Proven experience in fieldwork, preferably in the financial services or loans sector. Good knowledge of various types of loans and basic financial products. Strong interpersonal and communication skills. Ability to work independently with minimal supervision. Familiarity with the local area and willingness to travel extensively. Basic computer skills for reporting and data entry. Job Type: Full-time Pay: From ₹15,000.00 per month Schedule: Day shift Education: Higher Secondary(12th Pass) (Required) Language: Hindi (Required) License/Certification: 2 Wheeler Licence (Required) Willingness to travel: 25% (Preferred) Work Location: In person Application Deadline: 31/07/2025 Expected Start Date: 01/08/2025
Mohali
INR 1.8 - 1.8 Lacs P.A.
On-site
Full Time
Job Summary: We are looking for a dynamic and self-motivated Field Executive to join our Loans Department. The ideal candidate will be responsible for loan application sourcing, customer verification, documentation collection, and assisting with credit evaluations by visiting clients in person. This is a field-based role requiring strong communication skills, a customer-centric approach, and the ability to work independently. Key Responsibilities: Source potential customers for personal, business, home, or vehicle loans. Visit clients to collect and verify loan application documents. Conduct on-site verifications including residence, employment, and business verification as required. Assist clients in filling out loan applications and explain terms, interest rates, and documentation requirements. Coordinate with the credit and operations team for processing applications. Ensure timely submission of collected documents and maintain accurate field reports. Follow up with clients regarding additional information or pending documentation. Build and maintain strong customer relationships to encourage repeat business and referrals. Maintain compliance with company policies and regulatory guidelines during field visits. Requirements: Proven experience in fieldwork, preferably in the financial services or loans sector. Good knowledge of various types of loans and basic financial products. Strong interpersonal and communication skills. Ability to work independently with minimal supervision. Familiarity with the local area and willingness to travel extensively. Basic computer skills for reporting and data entry. Job Type: Full-time Pay: From ₹15,000.00 per month Schedule: Day shift Education: Higher Secondary(12th Pass) (Required) Language: Hindi (Required) License/Certification: 2 Wheeler Licence (Required) Willingness to travel: 25% (Preferred) Work Location: In person Application Deadline: 31/07/2025 Expected Start Date: 01/08/2025
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