Tele Calling Executive, Banking

Key Responsibilities:

• Prospecting & Outreach: Conduct outbound calls, emails, and social media outreach to identify and engage potential clients for various loans (personal, home, business).
• Lead Qualification: Understand client needs, explain loan features/benefits, and qualify leads for the sales team.
• Pipeline Management: Maintain and update lead databases (CRM) with accurate client info and interaction details.
• Target Achievement: Meet or exceed daily/monthly targets for qualified leads and appointments set.
• Market Engagement: Participate in local activities (leaflets, events) and build relationships with partners (builders, businesses) for new opportunities.
• Sales Support: Schedule appointments, handhold clients through initial stages, and ensure smooth handover to sales/disbursement teams.
• Product Knowledge: Develop deep understanding of loan products and company services.

Key Skills & Qualifications:

• Strong communication (verbal/written) and interpersonal skills.
• Goal-oriented, self-motivated, and resilient.
• Experience with CRM software (Hubspot, Pipedrive) and data tools.
• Understanding of sales cycles and banking products.
• High school diploma required; Bachelor's in Finance/Business a plus.

Job Type: Full-time

Pay: ₹8,086.00 - ₹20,000.00 per month

Work Location: In person