Telecaller – Finance Department

Job Description:

Vacancies: 5

Job Summary

We are looking for enthusiastic and smart Telecallers with strong communication skills and a basic understanding of the finance industry. The ideal candidates will handle customer calls, explain financial products, generate leads, and support the loan processing team through effective coordination and follow-ups.

Key Responsibilities

• Make outbound calls to potential customers and explain financial products such as business loans, mortgage loans, and other loan services.

• Identify customer needs and provide suitable product information.

• Generate leads and schedule appointments for the sales/loan team.

• Follow up with clients regarding documents, application status, and queries.

• Maintain updated records of customer interactions in CRM systems.

• Meet daily, weekly, and monthly calling and lead-generation targets.

• Provide excellent customer service and build strong client relationships.

• Coordinate with the backend/loan processing team to ensure smooth workflow.

Required Skills & Qualifications

• 1–2 years of experience as a telecaller, telesales executive, or customer service representative (preferably in finance).

• Strong communication skills (clear, polite, and confident).

• Basic understanding of loan products and financial processes.

• Ability to handle customer queries professionally.

• Good listening skills and problem-solving attitude.

• Ability to work in a target-driven environment.

• Proficiency in follow-ups and documentation coordination.

Preferred Attributes

• Quick learner with a positive attitude.

• Persuasive and customer-focused.

• Self-motivated and result-oriented.

• Ability to work both independently and in a team.