Tele Sales Executive - Loan Verification and Documentation

Location

Bangalore | India

Job description

Person With Disability Only Position: Tele Sales Executive - Loan Verification and Documentation

Location: Bengaluru

Job Type: Work from office

Experience: 0-4

Education: 12th, graduation

Job Overview:

As a Tele Sales Executive specializing in loan verification and documentation, you will play a crucial role
in ensuring that interested customers meet the eligibility criteria for loans. You will guide customers
through the verification process, collect required documents, and verify their authenticity. Your
effective communication skills, attention to detail, and customer-centric approach will contribute to the
seamless processing of loans.
Responsibilities:
Customer Interaction:
1. Engage with interested customers via telephone in a professional and courteous manner.
2. Clearly explain the loan verification process, eligibility criteria, and documentation
requirements.
3. Address customer queries, concerns, and objections effectively, aiming to provide accurate
information and build trust.
Eligibility Verification:
1. Follow a standardized checklist to determine if customers meet the eligibility criteria for the
loan.
2. Gather and assess relevant customer information to ensure compliance with lending guidelines.
3. Communicate the outcome of the eligibility assessment to the customer, clearly explaining
reasons for approval or rejection.
Document Collection:
1. Guide customers through the process of gathering necessary documentation for the loan
application.
2. Provide a comprehensive list of required documents, clearly explaining the purpose of each
document.
3. Assist customers in understanding the importance of submitting accurate and complete
documentation.
Document Verification:
1. Receive and review submitted documents for completeness, accuracy, and authenticity.
2. Cross-reference information provided by customers with predefined criteria and internal
guidelines.
3. Identify discrepancies, errors, or inconsistencies in the submitted documentation and
communicate necessary corrective actions to customers.
Customer Relationship Management:
Build and maintain positive relationships with customers, addressing their concerns and inquiries
promptly.
Collaborate with team members, supervisors, and other departments to streamline processes and
improve customer experience.
Provide feedback to management about common customer inquiries, process inefficiencies, and
potential improvements.
Qualifications:
1. 12th Pass minimum
2. Excellent Hindi communication skills, with the ability to explain complex information clearly.
3. Above Manageable level of English communication as there might be situations talking to
business owners and also capture the comments
4. Strong organizational skills and attention to detail.
5. Familiarity with loan products, eligibility criteria, and documentation requirements (training will
be provided).
6. Proficiency in using computer systems
Attributes:
1. Customer-focused attitude with empathy and patience.
2. Strong problem-solving skills and ability to handle objections diplomatically.
3. Resilience to handle a high volume of customer interactions and manage time effectively.
4. Adaptability to changing processes and requirements.
5. Team player who can collaborate with colleagues to achieve common goals.
6. Ethical and trustworthy demeanor while handling sensitive customer information.
Working Hours:
3 shifts:
1. 9AM -6PM || 10AM – 7PM || 11AM – 8PM
2. Candidate should be flexible to work in the shift other than the designated one in case of
emergency requirement related to taks
3. Monday to Saturday working but only in the week of 2
nd and 3rd Sunday, roaster method is
followed as it is mandatory to work on 2nd and 3rd Sundays are working – as per process and any
other week day will be

Job tags

Salary