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 advantages,

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 Bengaluru (India)
🏢 Whitefield Careers
📍 India