Job Description – Telecaller cum Sales Coordinator
Position
Telecaller cum Sales Coordinator
Company
FlowCredix Services Private Limited
Location
Mumbai
Employment Type
Full-Time
Reporting To
Sales Manager / Business Head
About FlowCredix
FlowCredix Services Private Limited is a rapidly growing financial services company providing debt advisory and loan distribution solutions to MSMEs, corporates, startups and individuals. We partner with leading Banks, NBFCs and Financial Institutions to help customers access the right financing solutions quickly and efficiently.
Our product portfolio includes:
- Business Loans
- Working Capital Loans
- Cash Credit (CC) & Overdraft (OD)
- Loan Against Property (LAP)
- Home Loans
- Personal Loans
- Machinery & Equipment Finance
- Supply Chain Finance
- Invoice Discounting & Bill Discounting
- Commercial Vehicle & EV Financing
At FlowCredix, we believe in delivering fast, transparent and customer-centric financing solutions while building long-term relationships with our clients.
Job Summary
We are looking for an enthusiastic, persuasive and customer-focused Telecaller cum Sales Coordinator who can generate business opportunities through telecalling, coordinate with customers and lending partners, and support the complete loan processing cycle from enquiry to disbursement.
The role is ideal for candidates who enjoy interacting with customers, working in a target-driven environment and building a career in Banking and Financial Services.
Key Responsibilities
1. Telecalling & Lead Generation
- Make outbound calls to prospective customers using company-provided data.
- Attend inbound enquiries received through digital campaigns, website and referrals.
- Understand customer funding requirements and recommend suitable loan products.
- Explain product features, eligibility criteria and documentation requirements.
- Generate qualified leads and schedule meetings for Relationship Managers.
- Conduct timely follow-ups until lead closure.
2. Sales Coordination
- Coordinate with customers, Relationship Managers, Banks and NBFC partners.
- Collect KYC, financial and business documents.
- Ensure applications are complete before submission.
- Track loan applications from login to sanction and disbursement.
- Update customers on the status of their applications.
- Resolve documentation deficiencies and coordinate for quick approvals.
3. CRM & MIS
- Maintain customer records in the CRM system.
- Record every customer interaction, follow-up and outcome.
- Prepare daily call reports, lead pipeline reports and MIS.
- Ensure data accuracy and timely updates.
4. Customer Relationship Management
- Build strong customer relationships through professional communication.
- Handle customer queries and provide timely resolutions.
- Maintain high customer satisfaction levels.
- Generate repeat business and customer referrals.
5. Sales Support
- Assist the sales team in achieving monthly business targets.
- Coordinate with internal departments for smooth processing.
- Support marketing campaigns through customer outreach.
- Maintain lender-wise product and policy updates.
Required Skills
Technical Skills
- Basic understanding of Banking, NBFC or Financial Services
- Knowledge of loan products
- MS Excel
- MS Word
- CRM Software
- Email communication
Soft Skills
- Excellent communication skills in Hindi and English
- Marathi will be an added advantage
- Strong convincing and negotiation skills
- Positive attitude with customer-first approach
- Good follow-up and coordination skills
- Ability to work under pressure and achieve targets
- Good organizational and time management skills
Educational Qualification
- Graduate in any discipline
- B.Com/BBA preferred
- MBA (Marketing/Finance) will be an added advantage
Experience
- 1–3 years in Telecalling, Telesales, Customer Service or Sales Coordination.
- Experience in Loan DSA, Bank, NBFC, Housing Finance Company, Fintech or Insurance preferred.
- Fresh graduates with excellent communication skills may also apply.
Key Performance Indicators (KPIs)
- Minimum 120–150 outbound calls per day
- Qualified leads generated
- Customer meetings scheduled
- Loan applications logged in
- Loan disbursements supported
- Lead-to-login conversion ratio
- Login-to-sanction conversion ratio
- Customer satisfaction
- CRM update accuracy
- Monthly revenue contribution
Salary & Benefits
- Fixed Salary: ₹15,000 – ₹25,000 per month (depending on experience)
- Attractive monthly incentives based on business performance
- Quarterly performance bonus
- Mobile reimbursement (as per company policy)
- Career growth opportunities
- Product and sales training
- Exposure to multiple Banks and NBFCs
Working Hours
- Monday to Saturday
- 9:30 AM to 6:30 PM
Why Join FlowCredix?
- Work with India's leading Banks and NBFCs.
- Learn multiple lending products across retail and MSME segments.
- Transparent incentive structure with high earning potential.
- Fast-track career growth into Relationship Manager, Team Leader and Branch Manager roles.
- Collaborative and performance-driven work culture.
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
