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 ResponsibilitiesGenerate qualified leads through outbound calls, online research, social media, referrals, and other lead generation channelsScreen potential applicants based on the company's qualification criteriaVerify customer eligibility before passing leads to the sales teamMaintain accurate records of prospects in the CRMFollow up with interested prospects to nurture and convert them into qualified appointmentsCoordinate with the sales team to ensure smooth lead handoverAchieve weekly and monthly lead generation targetsEnsure compliance with data privacy and lending regulationsRequirements1–3 years of experience in business loan, mortgage, banking, or financial product lead generationExperience working with loan brokers, NBFCs, banks, or fintech companies is an advantageExperience in financial services, lending, or loan lead generation preferredStrong communication and persuasion skillsExcellent telephone etiquetteFamiliarity with CRM softwareGood internet research skillsAbility to qualify leads using predefined criteriaSelf-motivated with a target-oriented mindsetMinimum 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.BenefitsJoin 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.
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.
CrewBloom is on a mission to connect global professionals with remote jobs they love. Since launching in 2016, we have expanded our global footprint to 22 countries in Asia, the Middle East, and Europe.
CrewBloom is on a mission to connect global professionals with remote jobs they love. Since launching in 2016, we have expanded our global footprint to 22 countries in Asia, the Middle East, and Europe.
