Personal Loan Caller

About the Role

The Personal Loan Caller role is a full-time, on-site position based in Delhi, India. The role involves contacting potential and existing customers to explain personal loan products, assess basic eligibility, and guide them through the application process.

Key Responsibilities

• Handle outbound and inbound calls.
• Explain personal loan products to potential and existing customers.
• Assess basic customer eligibility for personal loans.
• Guide customers through the application process.
• Respond to customer queries.
• Provide clear and accurate information.
• Maintain detailed records in the CRM or relevant systems.
• Follow up on leads.
• Coordinate with internal teams for documentation and approvals.
• Meet assigned targets.
• Ensure a professional, customer-centric experience in every interaction.

Requirements & Tech Stack

• Computers: Proficiency in using computers.
• CRM tools: Proficiency in using CRM tools.
• Call-handling software: Proficiency in using call-handling software.
• Data entry and record-keeping: Accurate data entry and record-keeping abilities.

Qualifications

• Communication and interpersonal skills: Strong communication and interpersonal skills, with the ability to speak clearly, listen actively, and build rapport over the phone.
• Customer service and sales aptitude: Comfort with outbound calling, lead follow-up, and working toward targets or KPIs.
• Understanding of personal loan products: Basic understanding of personal loan products, banking or financial services, and willingness to learn detailed process flows.
• Teamwork: Ability to collaborate with team members.
• Adaptability: Ability to adapt to a fast-paced, goal-driven environment.
• Languages: Comfort with communicating in English and local languages commonly used by customers in the Delhi region.
• Education: Minimum educational qualification of higher secondary or equivalent. A graduate degree in any discipline is preferred.
• Prior experience in telecalling, telesales, or customer support in financial services or related sectors is an advantage.
• Ability to work on-site in Delhi, India.