Tele Sales Executive

Fi Money is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment options.

As a member of the Tele Sales Team, you will play a critical role in understanding customer drop-offs in the loan journey. Primary responsibility will be to proactively reach out to customers who have not completed their loan application process, identify potential blockers (technical issues, lack of clarity, or other concerns), and assist them toward successful loan conversion. You will also collaborate closely with cross-functional teams to provide customer insights and drive process improvements.

Key Responsibilities

-Engage with potential customers to understand their borrowing needs and explains personal loan products clearly and persuasively.

-Drive loan conversions by proactively following up with leads, resolving doubts, and assisting customers through the end-to-end loan application process.

-Outcall customers to understand why they dropped off during the loan journey.

-Identify and document reasons such as technical issues, eligibility concerns, or lack of  clarity.

-Educate customers about the loan product and assist in completing their application.

-Collaborate with Product, Tech, and Operations teams to share insights and flag recurring issues.

-Track and report on call outcomes and conversion metrics.

-Support continuous process enhancement through feedback loops and insights.

-Be updated about new products/processes in loan origination/distribution process.

Skills Required

-Strong communication and problem-solving skills.

-Ability to understand and explain basic financial products

-Experience in sales, customer service, or loan operations preferred.

-Comfortable working in a fast-paced, data-driven environment.

-Basic knowledge of loan products.

-Capability to handle multiple simultaneous requirements across cross-functional teams.

This is a five days work from office role and we are in Brookfield,