Tele Caller- Home Loan

Role & responsibilities

• Make outbound calls to potential customers interested in Home Loans and explain loan products, eligibility, interest rates, and documentation requirements.
  
• Qualify leads by assessing customer income, property details, credit profile, and loan requirements.
  
• Guide customers throughout the home loan process, including application, documentation, and verification steps.
  
• Handle inbound queries and provide accurate, clear information related to home loan products.
  
• Schedule appointments or coordinate with field sales/relationship managers for further processing.
  
• Follow up with customers to collect required documents and ensure timely loan file submission.
  
• Maintain detailed records of leads, call interactions, and follow-ups in the CRM system.
  
• Work towards achieving daily, weekly, and monthly target numbers for lead qualification and conversions.
  
• Coordinate with internal teams such as credit, operations, and verification for faster processing of home loan files.
  
• Ensure compliance with all company policies, RBI guidelines, and data privacy regulations.
  
• Maintain a high level of professionalism and deliver excellent customer service throughout the customer journey.

Preferred candidate profile

• Experience:

  13 years of telecalling or customer interaction experience, preferably in

  Home Loans, LAP, Mortgage, or Banking/NBFC

  sector.

• Product Knowledge:

  Strong understanding of

  home loan processes

  , eligibility criteria, documentation, credit evaluation basics, interest rates, and market practices.

• Communication Skills:

  Excellent spoken English with clear articulation; ability to explain complex loan details in a simple manner.

• Sales Orientation:

  Target-driven, persuasive, and comfortable with outbound calling and lead conversions.

• Customer Handling:

  Ability to engage professionally with customers, build rapport, and manage queries efficiently.

• Tech-Friendly:

  Familiarity with CRM tools, MS Excel, and basic data entry.

• Work Ethic:

  Disciplined, punctual, and capable of managing a high volume of calls daily.

• Problem Solving:

  Quick thinker with the ability to assess customer needs and offer relevant solutions.

• Availability:

  Comfortable with attending

  walk-in interviews only

  (no virtual interviews).

• Location Preference:

  Candidates residing in or willing to relocate to

  Gurugram

  .