Business Loan Lead Generation Executive

We are seeking a proactive Business Loan Lead Generation Executive to identify and qualify business owners for secured and unsecured loans. In this role, you will drive high-quality leads that meet our criteria and book qualified appointments for our client’s sales team.
Job Responsibilities

- Generate qualified leads through outbound calls, online research, social media, referrals, and other lead generation channels

- Screen potential applicants based on the company's qualification criteria

- Verify customer eligibility before passing leads to the sales team

- Maintain accurate records of prospects in the CRM

- Follow up with interested prospects to nurture and convert them into qualified appointments

- Coordinate with the sales team to ensure smooth lead handover

- Achieve weekly and monthly lead generation targets

- Ensure compliance with data privacy and lending regulations

Requirements

- 1–3 years of experience in business loan, mortgage, banking, or financial product lead generation

- Experience working with loan brokers, NBFCs, banks, or fintech companies is an advantage

- Experience in financial services, lending, or loan lead generation preferred

- Strong communication and persuasion skills

- Excellent telephone etiquette

- Familiarity with CRM software

- Good internet research skills

- Ability to qualify leads using predefined criteria

- Self-motivated with a target-oriented mindset

Minimum Technical and Work Environment Requirements:

- Internet Connection:

- Primary internet connection with a minimum speed of 15 Mbps .

- Backup internet connection with at least 10 Mbps .

- Backup connection must be capable of supporting work during a power outage.

- Primary Device:

- Desktop or laptop equipped with at least:

-
Intel Core i5 (8th generation or newer) , Intel Core i3 (10th generation or newer) , AMD Ryzen 5 , or an equivalent processor.

- A minimum of 8 GB RAM .

- Backup Device:

- Must meet or exceed the performance of an Intel Core i3 processor.

- Must be functional during power interruptions.

- Peripherals and Workspace:

- A functioning webcam .

- A noise-canceling USB headset .

- A quiet, dedicated home office space .

- A smartphone for communication and verification purposes.

Benefits

Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.

Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.

Originally posted on Himalayas