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Loan Specialist Cum Telecaller Jobs Opening in Dream Inc at East Patel Nagar, Kirti Nagar, Mayapuri, Delhi

Loan Specialist Cum Telecaller

Dream Inc
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Posted: 26 Apr 25

Job Description

The Loan Specialist Cum Telecaller is a dual-role position that focuses on loan processing and telephonic customer support. You will guide clients through the loan application process, ensure all necessary documentation is complete, and address any queries they may have. Your goal is to facilitate a smooth loan experience for clients while achieving your tele-services objectives.

Key Responsibilities:

1. Telecalling & Lead Generation:

  • Initiate outbound calls to potential customers from provided databases or marketing campaigns.

  • Explain loan products clearly and persuasively to individuals or businesses, depending on their needs.

  • Identify and qualify customer leads by asking relevant financial questions and understanding their eligibility.

  • Maintain call logs, follow-up schedules, and update the CRM system with customer status.

2. Loan Consultation and Customer Assistance:

  • Assist customers in selecting the most appropriate loan product based on their profile, income, and repayment capacity.

  • Educate customers on loan terms, interest rates, repayment options, and eligibility criteria.

  • Clarify doubts regarding documents, fees, processing time, and approval process.

3. Documentation & Application Support:

  • Guide customers through the loan application process by collecting necessary documents such as ID proofs, income proof, bank statements, and address verification.

  • Ensure completeness, accuracy, and compliance of submitted documents.

  • Coordinate with the internal processing team or banking partners to track the progress of applications.

  • Maintain confidentiality of all sensitive client data in compliance with company policies and data protection laws.

4. Follow-Up & Coordination:

  • Follow up regularly with leads who have shown interest but not yet submitted their documents.

  • Act as a point of contact between the customer and loan processing or underwriting teams.

  • Resolve customer queries or escalate issues that need attention from higher management.

5. Sales Target Achievement:

  • Meet or exceed daily, weekly, and monthly lead conversion and loan disbursal targets.

  • Work closely with sales and business development teams to share market feedback and improve product offerings.

  • Participate in regular training to stay updated with new loan schemes, market changes, and competitor strategies.

6. Reporting & Record-Keeping:

  • Maintain accurate records of calls made, leads generated, conversions achieved, and rejections with reasons.

  • Provide timely reports to team leads or managers regarding performance metrics and customer insights.

  • Keep track of documentation progress and share updates with clients and internal teams as required.


More information about this Loan Specialist Cum Telecaller Job

Please go through the below FAQs to get all answers related to the given Loan Specialist Cum Telecaller job

  1. What are the job requirements to apply for this Loan Specialist Cum Telecaller job position?
    • Ans: A candidate must have a minimum of fresher as an Loan Specialist Cum Telecaller

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: Diploma, Certificate Course (ITI), BA, Vocational Training, 12th Pass (HSE)

  3. What are the salary requirements for this job?
    • Ans: The salary range is between 12000 and 15000 Monthly. The Salary will depend on the interview. This Loan Specialist Cum Telecaller is a Full Time in Delhi.

  4. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  5. This Loan Specialist Cum Telecaller is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  6. How many job vacancies are opening for the Loan Specialist Cum Telecaller position?
    • Ans: There are immediate 1 job openings for Loan Specialist Cum Telecaller in our Organisation.

Job Particulars

Who can apply Freshers
Hiring Process Walk - In, Face to Face Interview
Employment TypeFull Time
Job Id2664439
Job Category BPO
Locality Address East Patel Nagar , Kirti Nagar , Mayapuri, Moti Nagar , Naraina
State Delhi
Country India

About Company

Dream Inc
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