Loan Officer Lead Management System

Designation: Loan Officer - Lead Management System

Role/Functional Area: Tele Sales

Experience: 0-3 years

Roles & Responsibilities:


a loan.


Prospecting with suspect leads. A suspect is a person who has still not decided on taking

Converting a suspect to a prospect. This involves the following:

- Establishing contact with the prospect this could involve several calls and may need a
call at a time beyond office hours.
- This will also involve making calls at different times in order to achieve success.
- Need analysis
- Eligibility profiling
- Setting up an appointment
- Follow up with the prospect post every meeting with the sales officer until conclusion


Basis feedback from the prospect seek interventions from the senior sales resource or
by your own-self in satisfying customer needs with the objective of converting the
prospect to a customer.


Responsible for conversion of suspects to prospects to customers.



Provide support to the sales team in increasing conversions by:

- Prompt calling to all suspects / prospects
- Timely follow up with all prospects
- Cordial relationships with the sales officer mapped collaborating with the sales officer
in providing feedback seeking feedback from him on your performance


Responsible for complete knowledge of company products and policies as well as those

Responsible for quality of the conversation which entails the following:

of competition.


- Accuracy
- Product Knowledge
- Appraisal Skills
- Punctuality & TOS
- TAT commitments


Ability to handle objections.





Updating the software. One must capture their conversation with the customer
effectively such that a third person is able to carry on the conversation with the
customer where they left off.


Generating References: The quality of conversation and ability to connect with the

customer is also reflected in the number of references that they generate.


Providing market feedback to the supervisor: It is important to share with ones

supervisor any trends that one comes across whilst speaking to a prospect. Examples
could be objections from prospects regards the processing fee being charged by us vis-à-
vis the same being charged by a specific competitor.

Desired Candidate Profile:

Candidate must be a graduate from any stream / Undergraduate with excellent

communication skills & at least 1yr tele-calling experience

Relevant work experience in sales marketing promotions or telemarketing
Candidates from banking and insurance background are preferable
Proficiency in relevant computer applications