Telecalling Executive

Job Overview

Prisha Jhalani Enterprises is seeking a proactive Telecalling Executive based in Jaipur, Rajasthan to manage customer outreach and sales follow-up activities for various loan products and financial services.

Primary Responsibilities

• Contact existing clients regarding active loan accounts for follow-ups involving documentation, EMI assistance, and cross-selling.
• Initiate and follow up on fresh loan inquiries including Home Loan, Personal Loan, Business Loan, and Mortgage Loan.
• Market and sell loan offerings to potential customers to meet sales goals.
• Generate leads for real estate transactions such as buying or selling properties.
• Support and promote Demat Account openings and investment-related services.
• Communicate with Income Tax clients to assist with ITR filing, tax planning, document collection, and renewals.
• Engage GST clients for services including registration, return filing, and compliance management.
• Gather referrals from satisfied customers to expand new business opportunities.
• Maintain ongoing communication with existing customers to deepen relationships and uncover further service needs.
• Regularly update client information and call outcomes using CRM systems or Excel on a daily basis.
• Arrange appointments for relationship managers or field staff as needed.
• Consistently meet or exceed daily, weekly, and monthly calling and sales targets.
• Handle customer inquiries professionally and collaborate with internal teams to ensure timely problem resolution.