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 recent programs.

📌 Debt Counsellor (Vasanth Nagar)
🏢 Whitefield Careers
📍 Vasanth Nagar