Job Description
Full details about the role and requirements
Yukerja Summary
The Telemarketing Executive (SME Loan Appointment Setter) - Mandarin Speaker WFH role at SummitNext Technologies Sdn Bhd is curated from Himalayas (category Marketing & Penjualan). This role is marked as remote — check timezone and location requirements on the official listing. Yukerja.com is not the employer — applications are handled on the official source site.
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
Originally posted on Himalayas