Telecalling Executive

Role Overview

The Telecalling Executive will actively engage with existing and potential clients to promote and support various financial products and services. This includes making follow-up calls on active loan files, addressing customer documentation and EMI concerns, and offering cross-selling options.

Key Responsibilities

• Reach out to current customers for updates on ongoing loans, documentation status, EMI assistance, and explore possibilities for additional sales.
• Generate and pursue new inquiries related to Home Loans, Personal Loans, Business Loans, Mortgage Loans, and more.
• Promote and sell a range of loan products to potential customers.
• Develop leads for property transactions, including buying and selling services.
• Assist customers in Demat account openings and guide them on investment services.
• Engage with Income Tax clients for ITR filing, tax planning, document collection, and renewal processes.
• Contact GST clients for registration, filing returns, compliance matters, and related services.
• Collect referrals from satisfied customers to broaden business opportunities.
• Maintain consistent communication with existing clients to deepen relationships and identify further service needs.
• Keep customer records and call outcomes updated daily using CRM or Excel tools.
• Arrange appointments for relationship managers or field staff as necessary.
• Strive to meet or exceed daily, weekly, and monthly call and sales targets.
• Address customer inquiries professionally and collaborate with internal teams to ensure prompt resolutions.