Telesales Executive

Job Role & Responsibilities Outbound & Inbound Calls: Make and receive calls to pitch personal loans, business loans, credit cards, insurance, or investment plans. Lead Generation & Qualification: Identify prospective clients, assess their eligibility, and record interest levels. Document Coordination: Follow up with clients to collect required financial documents (PAN, Aadhaar, bank statements, ITR) and pass them to the processing/sales team. Customer Support: Answer product queries, explain terms and eligibility criteria clearly, and resolve basic complaints. Data Management: Log call summaries, update lead statuses, and maintain records using CRM software, Google Sheets, or MS Excel. Target Achievement: Meet daily or monthly targets for calling volume, lead generation, or sales conversions.