Telesale Loan officer

5 hours ago

Ahmedabad, Gujarat, India Akshya Patra Services Full time ₹ 2,00,000 - ₹ 12,00,000 per year
Job Overview The Telesales Loan Officer plays a vital role in facilitating financial support for clients by advising them on suitable loan products that meet their needs. This position is crucial for the organization as it directly impacts sales performance, customer satisfaction, and retention rates. The Telesales Loan Officer works proactively to identify client needs, present loan options, and guide customers through the application process. Emphasizing excellent communication and an understanding of financial products, the Telesales Loan Officer will build trusting relationships with clients while adhering to regulatory guidelines. Through effective sales techniques and customer service skills, the Loan Officer contributes to achieving the organization's financial targets and fosters positive client experiences that result in referrals and repeat business. Key Responsibilities
  • Conduct outbound calls to potential clients to promote loan products.
  • Provide personalized loan advice tailored to the financial needs of clients.
  • Respond to customer inquiries regarding loan information promptly.
  • Present and explain various loan options clearly to clients.
  • Gather necessary documentation and assist in the application process.
  • Follow up with clients throughout the loan process to ensure satisfaction.
  • Maintain a comprehensive understanding of lending policies and regulations.
  • Build and maintain relationships with clients through consistent communication.
  • Meet or exceed monthly sales quotas and performance metrics.
  • Track and report on sales metrics and customer interactions accurately.
  • Handle objections and resolve any issues clients may encounter.
  • Develop a solid understanding of competitive loan products and market trends.
  • Participate in ongoing training sessions to enhance sales skills and product knowledge.
  • Provide feedback to management on customer preferences and market trends.
  • Document all client interactions in the CRM system following company protocols.
Required Qualifications
  • High school diploma or equivalent required; bachelor's degree preferred.
  • Proven experience in a sales or telemarketing role, preferably in finance.
  • Strong understanding of various loan products and services.
  • Exceptional verbal and written communication skills.
  • Ability to build rapport quickly with clients.
  • Experience with CRM software or sales tracking systems.
  • Knowledge of compliance standards and regulatory requirements in lending.
  • Strong organizational skills and ability to manage multiple tasks.
  • Demonstrated ability to achieve sales targets.
  • Excellent negotiation and persuasion skills.
  • Ability to work independently as well as part of a team.
  • Strong analytical skills, with attention to detail.
  • Self-motivated with a positive attitude and resilience.
  • Ability to work in a fast-paced environment.
  • Willingness to adapt to new processes and tools.
  • Fluency in additional languages is a plus.

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