Telecaller

Telecaller – Finance Job DescriptionJob Title: Telecaller – Finance

Department: Sales / Customer Service

Location: [Company Location]

Employment Type: Full-time

Job SummaryWe are looking for a motivated and customer-focused Telecaller to join our finance team. The candidate will be responsible for contacting potential and existing customers, explaining financial products such as personal loans, home loans, business loans, insurance, or credit cards, generating leads, and assisting customers throughout the application process. The role also involves maintaining customer records and achieving sales targets. (LinkedIn)

• Key ResponsibilitiesMake outbound calls to prospective customers from the provided database.
• Handle inbound customer inquiries professionally.
• Explain financial products, loan eligibility, interest rates, and application procedures.
• Generate and qualify leads for the sales team.
• Follow up with interested customers and maintain regular communication.
• Collect and verify customer information and required documents.
• Update customer interactions in CRM or Excel on a daily basis.
• Meet daily, weekly, and monthly call and sales targets.
• Ensure compliance with company policies and financial regulations. (LinkedIn)
• Required SkillsExcellent verbal communication and interpersonal skills.
• Good convincing and negotiation abilities.
• Customer-focused approach with active listening skills.
• Basic knowledge of financial products and banking services.
• Proficiency in MS Office and CRM software.
• Ability to work under targets and deadlines.
• Strong problem-solving and time-management skills. (Jobaaj)
• QualificationsMinimum qualification: 12th Pass or Graduate (preferred).
• 0–2 years of experience in telecalling, telesales, banking, finance, or customer service.
• Freshers with strong communication skills may also apply. (LinkedIn)
• Preferred ExperienceExperience in selling loans, insurance, credit cards, or other financial products.
• Familiarity with CRM software and lead management.
• Knowledge of banking and NBFC products is an added advantage. (Indeed)
• Salary₹12,000–₹20,000 per month (depending on experience)
• Performance incentives and sales bonuses
• Career growth opportunities within the finance sector. (LinkedIn)