Telemarketing Executive (SME Loan Appointment Setter) - Mandarin Speaker WFH

Job Summary

We are looking for a proactive and results-driven Telemarketing Executive to conduct outbound calls to SME business owners to introduce our SME financing solutions. The role focuses on securing appointments for our Financial Consultants and assisting in collecting required documents for loan application processing. No fieldwork required.

Key Responsibilities

Conduct outbound calls to SME business owners daily
Introduce SME loan / financing solutions clearly and confidently
Identify potential business financing needs
Secure appointments for Financial Consultants
Follow up with prospects via phone / WhatsApp / email
Guide clients on required loan documents (NOA, bank statements, financials statements, etc.)
Collect and ensure completeness of documents before submission

Update CRM accurately

Achieve daily, weekly and monthly appointment targets

Requirements

Minimum Diploma / Degree in any field
Experience in telemarketing, sales, banking, or financial products is an advantage minimum 2 years
Experience calling SME / B2B clients preferred
Strong communication and persuasion skills
Target-driven and resilient (comfortable handling rejection)
Able to work independently with minimal supervision
Basic knowledge of SME loans / banking products is a plus

Working Conditions

Remote-based role (no field visits required)
Training provided on SME financing products