Role Description

- Lead generation: Generate new 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 recent programs.

📌 Debt Counsellor (Tumakuru)
🏢 Whitefield Careers
📍 Tumakuru