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I need a results-driven specialist who can take raw B2B data, engage prospects by phone, and move them smoothly through our loan funnel until a complete, lender-ready application is on my desk. Scope • Source or enrich business contact lists when required, then reach out via targeted cold calls (this is the primary channel). • Probe for funding needs, gather core financial details, and pre-qualify each prospect against our underwriting guidelines. • Guide qualified owners through document collection—bank statements, tax returns, P&Ls—so that packages arrive 100 % complete. • Enter every touchpoint into our CRM and flag hot leads for same-day follow-up. Success will be measured by the volume of fully documented applications you deliver and their subsequent approval rate. If you have experience with CRMs like HubSpot or Salesforce, dialers such as Aircall, and a solid grasp of small-business credit criteria, you’ll ramp up quickly. Let me know your typical conversion ratios from first dial to signed application and the daily call volume you’re comfortable handling.
Project ID: 40747353
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3 freelancers are bidding on average ₹21,117 INR for this job

★★★ TOP 1% IN FREE LANCER WORLD ★★★ ★★★ 20+ Year Experience in IBD being CMD★★★ ★★★ 200+ Country Satisfied Clientele ★★★ ★Linkedin★ ★Data Entry★ ★Business Plans★★★ ★★★ Operational Strategic planner Customer Support 24*7★★★ ★★★Excel/Word Operation★★★ ★★★Chat Support★★★ ★★★Calling Support★★★ ★★★Business Plans / Marketing Strategy ★★★ * Digital Marketing★★★ ★★★Social Media Marketing ★★★ ★★★Internet Marketing ★★★ ★★★Any type of Data Projects★★★ ★★★★★★ Regards, ★★★CMD★★★ ★★★PVSYS GROUP (INDIA)★★★ ★★★IF YOU THINK THEN I CAN★★★
₹12,500 INR in 63 days
3.5
3.5

Hello, I am a results-driven professional with strong communication, data management, and client coordination skills. I can help you identify potential B2B prospects, conduct targeted cold calls, understand their funding requirements, and pre-qualify businesses according to your guidelines. I will follow up with qualified prospects, coordinate the collection of financial documents, and ensure applications are complete and properly organized for lender review. I can also maintain accurate CRM records, track every interaction, and prioritize high-potential leads for timely follow-up. I focus on professionalism, accuracy, and consistent communication to help improve lead conversion and deliver quality loan applications.
₹850 INR in 5 days
0.0
0.0

Bengaluru, India
Member since Oct 3, 2026
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