Role & responsibilities Generate and manage business loan leads, ensuring effective handling and timely follow-up to convert them into potential business opportunities. Analyze sales data to identify trends, improve strategies, and enhance overall performance. Maintain in-depth knowledge of loan products and services to provide accurate information and guidance to clients. Build and nurture strong relationships with clients and key stakeholders, including lenders, to drive customer satisfaction and repeat business. Consistently meet or exceed weekly and monthly sales targets.

Role & responsibilities Engage proactively with leads and prospects through phone calls and emails. Qualify both inbound and outbound leads to build and maintain a robust sales pipeline. Understand customer needs and recommend suitable products or services to meet their requirements. Conduct follow-ups on marketing campaigns and perform cold outreach to generate new business opportunities. Maintain accurate and up-to-date records of all customer interactions and communications. Collaborate closely with the field sales team and cross-functional departments to ensure seamless customer experiences and effective lead conversion. Maintain accurate and detailed records of client interactions and loan processing activities. Consistently achieve daily, weekly, and monthly targets related to telecalling and loan processing.

Role & responsibilities Maintain and update sales databases, reports, and dashboards (Excel, ERP, CRM). Generate daily, weekly, and monthly reports for sales performance, targets vs. achievement, lead tracking, etc. Automate routine reporting tasks using Excel formulas/macros or reporting tools. Ensure data accuracy, integrity, and timely submission of reports to the management. Sales Coordination Responsibilities: Coordinate with the sales team for order processing, documentation, and client follow-ups. Maintain records of customer interactions and feedback. Key Skills & Competencies: Strong knowledge of MS Excel (VLOOKUP, Pivot Tables, Charts, etc.); knowledge of Power BI/Tableau is a plus. Good communication and coordination skills. Analytical mindset with attention to detail. Ability to multitask and work in a fast-paced environment.