Loan Operations Officer
1 week ago
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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