Loan Operations Officer

1 week ago


Mumbai, Maharashtra, India Impact Guru Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

Role & responsibilities

Telesales & Funnel Management:

  • Own and drive movement across key funnel stages:

Qualified to Document Upload

Counselled to QEC Done (Quality Evaluation Call)

Yet to Disburse to Disbursed

  • Proactively follow up with customers to ensure successful disbursals or coordinate with

field BD agents for support.

  • Consistently maintain call quality, follow call scripts, and adhere to process guidelines.
  • Provide inputs to improve telesales pitch and customer communication scripts.
  • Report daily metrics including lead status, funnel drop-offs, and follow-up outcomes to

the reporting manager.

Preferred candidate profile

Required Skills & Qualifications:

  • Minimum 1-3 years of experience in Loan Operations, Customer Support, Financial

Services, or Telesales.

  • Strong communication skills in Telugu is mandatory.
  • Fluent in English and Hindi.
  • Customer-first mindset with a problem-solving approach.
  • Knowledge of basic loan processes, credit documentation, and compliance standards

preferred.

  • Comfortable using CRM software and basic Excel tools.
  • Ability to multitask and handle pressure in a fast-paced startup environment.

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