Telesales Executive

JOB DESCRIPTION – TELESALES EXECUTIVE (LOAN PRODUCTS)Company: Finwizz Financial Services Pvt. Ltd.

Department: Sales – Loans

Designation: Telesales Executive

Location: Bengaluru

Employment Type: Full-Time

Job SummaryWe are looking for enthusiastic and target-oriented Telesales Executives to generate loan leads, connect with prospective customers, explain suitable loan products, and coordinate with the sales team to ensure successful loan processing and disbursement.

• Key ResponsibilitiesMake outbound calls to prospective customers and generate loan leads.
• Explain loan products, eligibility criteria, interest rates, and documentation requirements.
• Generate leads for Personal Loans (PL), Business Loans (BL), Home Loans (HL), Loan Against Property (LAP), Working Capital (WC), Education Loans (EL), and Car Loans.
• Understand customer requirements and identify suitable loan solutions.
• Collect preliminary customer information and coordinate for required documents.
• Follow up with customers regularly to convert leads into business.
• Schedule appointments and transfer qualified leads to the sales team.
• Maintain daily call records, lead details, and follow-up status in the CRM or tracking sheet.
• Achieve daily calling, lead generation, and monthly sales targets.
• Maintain professional communication and ensure a positive customer experience.
• Required Skills and QualificationsMinimum qualification: 12th Pass / Graduate.
• Experience in telesales, telecalling, banking, NBFC, or loan sales is preferred.
• Freshers with good communication skills may also apply.
• Good verbal communication and convincing skills.
• Basic knowledge of loan products and customer handling.
• Ability to handle customer objections and achieve sales targets.
• Basic computer knowledge and familiarity with MS Excel or CRM tools.
• Performance Parameters (KPIs)Daily outbound calls and customer connect ratio.
• Number of qualified leads generated.
• Lead conversion ratio and login numbers.
• Monthly disbursement contribution.
• Follow-up efficiency and customer service quality.
• What We OfferFixed salary plus performance-based incentives.
• Opportunity to work with multiple banks and NBFCs.
• Training on loan products, eligibility, and sales processes.
• Career growth opportunities in banking and financial services.