Role Description:
- Lead generation: Generate new customer leads through various Inbound & outbound calls and provide ahealthy sale pipeline.
- Customer Assessment: Evaluate the financial situation of customers, including their income, expenses andoutstanding debts, to understand their eligibility for the debt relief program.
- Debt Counseling: Provide guidance on the debt settlement process, including budgeting, savings plans,etc.
- Program Enrollment: Assist customers in enrolling in the debt relief program, explaining program benefits,requirements and next steps.
- Documentation: Ensure all necessary documentation is collected, verified and accurately recorded in thecustomer management system.
- Relationship management: Maintain regular contact with customers to monitor progress,



address anyconcerns and encourage program adherence.
- Lead Management: Utilize the company’s CRM system to update and manage customer interactions,ensuring timely follow-up and proper lead categorization.
- Compliance: Adhere to all regulatory and company guidelines while providing debt relief solutions,maintaining the highest standards of ethics and integrity.
- Targets: Achieving the assigned monthly sales targets.
- Collaboration: Work with other departments to provide feedback on customer needs and preferences,contributing to the evolution of current programs/ development of current programs.

📌 Debt Counsellor (Bengaluru)
🏢 Whitefield Careers
📍 Bengaluru