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CrewBloom is no longer accepting applications for this role through this listing. The description below is kept for reference.
Business Loan Lead Generation Executive
CrewBloom · 60 days ago
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
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Generate qualified leads through outbound calls, online research, social media, referrals, and other lead generation channels
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Screen potential applicants based on the company's qualification criteria
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Verify customer eligibility before passing leads to the sales team
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Maintain accurate records of prospects in the CRM
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Follow up with interested prospects to nurture and convert them into qualified appointments
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Coordinate with the sales team to ensure smooth lead handover
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Achieve weekly and monthly lead generation targets
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Ensure compliance with data privacy and lending regulations
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1–3 years of experience in business loan, mortgage, banking, or financial product lead generation
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Experience working with loan brokers, NBFCs, banks, or fintech companies is an advantage
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Experience in financial services, lending, or loan lead generation preferred
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Strong communication and persuasion skills
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Excellent telephone etiquette
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Familiarity with CRM software
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Good internet research skills
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Ability to qualify leads using predefined criteria
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Self-motivated with a target-oriented mindset
Minimum Technical and Work Environment Requirements:
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Internet Connection:
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Primary internet connection with a minimum speed of 15 Mbps.
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Backup internet connection with at least 10 Mbps.
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Backup connection must be capable of supporting work during a power outage.
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Primary Device:
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Desktop or laptop equipped with at least:
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Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
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A minimum of 8 GB RAM.
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Backup Device:
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Must meet or exceed the performance of an Intel Core i3 processor.
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Must be functional during power interruptions.
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Peripherals and Workspace:
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A functioning webcam.
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A noise-canceling USB headset.
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A quiet, dedicated home office space.
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A smartphone for communication and verification purposes.
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.
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