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Tele-calling & Presales Executive

1 - 3 years

3 - 6 Lacs

Posted:19 hours ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

The person will be responsible for achieving assigned targets through on call and direct interaction with prospective buyers of home loans/Business loans/Balance transfer/Loan against property to convert them into buyers.

Key Responsibilities:
  • Daily Calling & initiating the conversation with the prospect and sharing all the required information about Loan offerings.
  • Clarifying prospects all queries and scheduling home/ office visit of Sales executive for document collection.
  • Collect financial information (e.g. debts, basic KYC)
  • Evaluate creditworthiness and eligibility for obtaining home loans/ Business loans/Balance transfer/Loan against property
  • Daily MIS to be maintained for follow up references. Also Maintaining records of weekly and monthly MIS/status reports to provide timely updates to the Head of Operations.
  • Ensuring strong follow-up with the prospect till the final stage and handling over the lead to the sales team member for closing the sale
  • Maintaining strong rapport with past and present customers to enhance reference pool..

1 to 3 years with a Loan DSA as a Tele Caller/ Pre-Sales Executive with similar role

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