Loan Telecaller Jobs Opening in Connect To Success HR at Andheri West, Bhayandar, Malad West, Mumbai
Loan Telecaller
Job Description
Key Responsibilities
1. Customer Outreach
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Make outbound calls to leads or existing clients to explain available loan products.
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Reach out to inquiries received via website, digital ads, referral programs, or walk-ins.
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Maintain a daily call log and follow-up tracker for leads contacted.
2. Loan Product Promotion
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Provide complete and accurate information about loan products, interest rates, eligibility criteria, documents required, and processing time.
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Handle questions, doubts, and objections with clarity and confidence.
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Encourage interested customers to proceed with the loan application.
3. Lead Generation & Conversion
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Generate new leads through cold calling, cross-selling, or referrals.
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Follow up regularly with potential borrowers and convert them into successful applicants.
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Share warm leads with the field sales or loan processing team for further steps.
4. Documentation Assistance
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Guide applicants in collecting and submitting the necessary documents for loan processing (e.g., KYC, bank statements, ITR, salary slips).
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Coordinate with internal teams to ensure applications are processed smoothly.
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Ensure data accuracy and confidentiality at all times.
5. Reporting & CRM Updates
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Maintain detailed records of all customer interactions, follow-ups, and statuses.
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Update CRM systems or Excel sheets daily with call outcomes, application progress, and customer feedback.
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Report daily/weekly progress to team leads or managers.
6. Customer Service
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Build rapport with customers and maintain a polite and helpful tone throughout the interaction.
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Handle basic post-loan disbursement queries or redirect them to the appropriate team.
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Ensure customer satisfaction and encourage positive feedback or referrals.
Key Skills:
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Strong spoken communication skills in English, Hindi, or local language
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Clear, confident, and professional telephone etiquette
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Basic understanding of loan types and financial products (training will be provided)
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Ability to convince and convert leads through conversation
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Basic computer literacy (Excel, email, CRM tools)
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Good listening and problem-solving skills
More information about this Loan Telecaller Job
Please go through the below FAQs to get all answers related to the given Loan Telecaller job
- What are the job requirements to apply for this Loan Telecaller job position?
- Ans: A candidate must have a minimum of fresher as an Loan Telecaller
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)
- 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.
- This Loan Telecaller is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Loan Telecaller position?
- Ans: There are immediate 1 job openings for Loan Telecaller in our Organisation.
Job Particulars
About Company
Mumbai 
2 to 3+ Years 
Salary not disclosed 
10th Pass (SSC), 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Mumbai
0.6 to 3+ Years
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Mumbai
0.6 to 3+ Years
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
B.Com, BA, BBA/BBM, 10th Pass (SSC), 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Mumbai, Pune, Chennai
3 to 3+ Years
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
B.Com, BA, BE/B.Tech, BSc, 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE)
Hyderabad, Delhi, Mumbai
Freshers
Salary not disclosed
10th Pass (SSC), 12th Pass (HSE)
Mumbai
1 to 3+ Years
Salary not disclosed
BA, BBA/BBM
Mumbai
0 to 1 Years
Salary not disclosed
B.Com, BA, BSc, 12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
Diploma, B.Com, BA, 10th Pass (SSC), 12th Pass (HSE) 
