Telecaller - Bank Loan Products for Institutional Customers

About the Role

Sun Capital is hiring a proactive and target-focused Telecaller to support our Bank Direct Selling Agent (DSA) efforts. The Telecaller will engage with institutions such as schools, colleges, hospitals, and other organizations to promote banking loan products tailored for institutional needs. The role involves identifying potential borrowers, generating quality leads, explaining loan options, booking appointments for sales, and assisting customers during the initial loan application stage.

Primary Responsibilities

• Initiate outbound calls to educational and healthcare institutions including schools, colleges, hospitals, and training centers.
• Market various bank loan offerings like infrastructure loans, equipment financing, working capital loans, term loans, and loans against property.
• Evaluate customer's funding requirements and match them with appropriate loan solutions.
• Clearly communicate loan features such as interest rates, repayment plans, paperwork, and application procedures.
• Generate and forward qualified leads by arranging meetings for Relationship Managers or Sales Executives.
• Develop and nurture relationships with key decision-makers—administrators, management, trustees, finance heads, and directors.
• Follow up consistently on prospects to increase lead conversion rates.
• Maintain detailed records of calls, interactions, and lead progress within the CRM system.
• Collaborate with internal sales and credit teams to ensure smooth and timely loan application processing.
• Meet daily outreach and lead generation targets along with monthly business goals.

Skills and Qualifications

• Excellent verbal communication and interpersonal skills.
• Strong persuasion, negotiation, and follow-up capabilities.
• Confidence in dealing with institutional stakeholders and decision-makers.
• Basic knowledge of banking and loan products is beneficial.
• Proficient with MS Office and CRM platforms.
• Self-driven, goal-oriented, and able to work independently.

Performance Indicators

• Number of outbound calls completed.
• Qualified institutional leads generated.
• Appointments scheduled with sales team members.
• Loan applications initiated successfully.
• Lead-to-application conversion ratios.
• Achievement of monthly business targets.

Compensation and Benefits

• Competitive fixed monthly salary.
• Performance-based incentives rewarding results.
• Opportunities for career advancement within financial services and banking sectors.
• Training provided on bank loan products and institutional lending practices.

Working Conditions

• Full-time position operating on day shifts.
• Location based in our office with consistent coordination alongside the field sales team.

Target Customer Segments

• Schools
• Colleges and Universities
• Hospitals and Healthcare Facilities
• Educational and Medical Trusts
• Coaching Centers and Training Institutes
• Other qualified institutional borrowers