Remote Loan Appointment Setter
Budget: ₹1,500 – ₹12,500 INR
I need reliable support handling the first touch with prospects in Mumbai and nearby cities who may be interested in our Business / MSME loan products. You will work from your own location, reaching out mainly by personalised email—then, when a lead shows interest, coordinating a quick follow-up call and locking a time in my calendar with one of our loan advisors.
Your day-to-day focus is straightforward: identify prospects within manufacturing, retail, service-based businesses, and other self-employed professionals, confirm they meet our basic eligibility criteria, and convert that interest into a scheduled appointment. I will provide a vetted prospect list, an outline of qualifying questions, and access to our CRM so every interaction is logged.
To succeed, you should be confident writing concise, persuasive emails, comfortable making short confirmation calls, and able to keep meticulous records of touchpoints and next steps. I’ll measure success by the number of qualified appointments you secure each week and the completeness of the notes you leave for our advisors.
If you have previous experience with loan or financial-services outreach and can start right away, let’s talk.
Your day-to-day focus is straightforward: identify prospects within manufacturing, retail, service-based businesses, and other self-employed professionals, confirm they meet our basic eligibility criteria, and convert that interest into a scheduled appointment. I will provide a vetted prospect list, an outline of qualifying questions, and access to our CRM so every interaction is logged.
To succeed, you should be confident writing concise, persuasive emails, comfortable making short confirmation calls, and able to keep meticulous records of touchpoints and next steps. I’ll measure success by the number of qualified appointments you secure each week and the completeness of the notes you leave for our advisors.
If you have previous experience with loan or financial-services outreach and can start right away, let’s talk.