Role Description:

• Lead generation: Generate recent customer leads through various Inbound & outbound calls and provide a

healthy sale pipeline.

• Customer Assessment: Evaluate the financial situation of customers, including their income, expenses and

outstanding 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 the

customer management system.

• Relationship management: Maintain regular contact with customers to monitor progress, address any





concerns 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 new programs.

📌 Debt Counsellor (Bengaluru)
🏢 Whitefield Careers
📍 Bengaluru