Telesales Executive

Job Overview

Invesstia Consultants is looking for energetic and result-oriented Loan Advisory Executives to help individuals and businesses secure the right financing solutions. The role involves client interaction, lead management, loan consultation, and coordination with banks/NBFCs to ensure smooth loan processing.

Key Responsibilities

• Contact and qualify leads generated through digital and offline channels

• Understand client financial requirements and recommend suitable loan products

• Assist customers with Home Loans, Loan Against Property (LAP), Business Loans, and Personal Loans

• Coordinate with banks and financial institutions for approvals and documentation

• Maintain regular follow-ups with prospects and existing clients

• Update CRM and t