Job DescriptionRole Description:
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Lead generation: Generate recent customer leads through various Inbound & outbound calls and provide a
Nhealthy sale pipeline.
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Customer Assessment: Evaluate the financial situation of customers, including their income, expenses and
Noutstanding debts, to understand their eligibility for the debt relief program.
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Debt Counseling: Provide guidance on the debt settlement process, including budgeting, savings plans,
Netc.
n
Program Enrollment: Assist customers in enrolling in the debt relief program, explaining program perks,
Nrequirements and next steps.
N
Documentation: Ensure all necessary documentation is collected, verified and accurately recorded in the
Ncustomer management system.
N
Relationship management: Maintain regular contact with customers to monitor progress,
address any
Nconcerns and encourage program adherence.
N
Lead Management: Utilize the company's CRM system to update and manage customer interactions,
Nensuring timely follow-upand proper lead categorization.
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Compliance: Adhere to all regulatory and company guidelines while providing debt relief solutions,
Nmaintaining the highest standards of ethics and integrity.
N
Targets: Achieving the assigned monthly sales targets.
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Collaboration: Work with other departments to provide feedback on customer needs and preferences,
Ncontributing to the evolution of current programs/ development of recent programs.