Call prospective customers and explain available loan products
Generate leads through outbound calling and follow up on inquiries.
Understand customer requirements and recommend suitable loan options.
Explain eligibility criteria, interest rates, EMI, and documentation requirements.
Collect and verify customer information and documents.
Assist customers throughout the loan application process.
Coordinate with banks, NBFCs, and internal teams for loan processing.
Maintain accurate records of calls, leads, and customer interactions in CRM.
Follow up regularly with customers to ensure loan closure.
Achieve daily, weekly, and monthly sales targets.
Handle customer queries and provide prompt resolutions.
Valuable communication and convincing skills.
Basic knowledge of banking and loan products.
Solid negotiation and relationship-building abilities.