Telecalling Executive

Role Overview

The Telecalling Executive will be responsible for managing data procurement, telephonic communication with MSMEs, document collection, event participation, and supporting credit analysis within the organization. This role requires excellent communication and multitasking capabilities to assist various teams effectively.

Key Responsibilities

• Gather MSME data, organize it into Excel sheets sorted by area and district, and report findings to Assistant Managers.
• Make telephonic calls to MSMEs as directed by Assistant Managers.
• Collect financial documentation from customers and follow up per instructions given.
• Take part in organizing and managing company events.
• Maintain exceptional verbal communication skills for interacting with clients and internal teams.
• Support credit analysis efforts and conduct due diligence processes.
• Compile reports and interpret MSME data for operational needs.
• Manage multiple tasks efficiently to meet organizational goals.
• Act as a liaison between borrowers and underwriting departments to ensure smooth workflows.
• Assist and strengthen the sales team through coordinated support.