Corporate Channel Partner – Telecalling & Sales (Financial Products)

Job Summary:

We are seeking energetic and goal-oriented professionals to join our growing team as Corporate Channel Partners and Telecalling Officers. This hybrid role is designed to boost our reach in sourcing and promoting financial products such as Personal Loans, Home Loans, Business Loans, Loan Against Property (LAP), Credit Cards, and MSME Loans. Candidates will engage both through telecalling and field sales coordination, ensuring effective customer acquisition, service, and documentation.

Key Responsibilities:

• Make outbound calls to potential leads from databases or sourced networks.
• Promote and explain various loan and financial products to customers clearly and confidently.
• Identify customer needs, assess eligibility, and match them with the right financial solutions.
• Source new customers via referrals, local marketing, and cold calls.
• Schedule appointments and coordinate with field executives or backend teams.
• Assist customers throughout the application, documentation, and disbursal process.
• Maintain updated records of calls, leads, follow-ups, and status reports.
• Consistently meet or exceed daily/weekly/monthly targets in lead generation and loan conversions.

Eligibility Criteria:

• Education: Graduates preferred.
• Experience: 6 months – 1 year in telecalling, financial sales, NBFC, banking, or insurance preferred.
• Language Skills: Good verbal communication in Tamil and English.
• Tech Skills: Basic knowledge of digital apps, documentation tools, and CRM systems.
• Profile Fit: Ideal for DSAs, freelancers, insurance/mutual fund agents, or financial consultants with an existing customer network.

Job Type: Full-time

Pay: ₹10,000.00 - ₹12,000.00 per month

Ability to commute/relocate:

• Peelamedu, Coimbatore, Tamil Nadu: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Kindly share your location

Work Location: In person