Key ResponsibilitiesCall existing customers regarding running loan files for follow-ups, documentation, EMI support, and cross-selling prospects.
Generate and follow up on current loan enquiries (Home Loan, Personal Loan, Business Loan, Mortgage Loan, etc.).
Promote and sell loan products to prospective customers.
Generate leads for property buying and selling services.
Promote and assist customers with Demat Account opening and investment-related services.
Contact Income Tax clients for ITR filing, tax planning, document collection, and renewals.
Contact GST clients for GST registration, return filing, compliance, and related services.
Collect referrals from satisfied existing customers to generate recent business opportunities.
Maintain regular communication with existing clients to strengthen relationships and identify additional service requirements.
Update customer information and call status in CRM or Excel on a daily basis.
Schedule appointments for relationship managers or field executives when required.
Achieve daily, weekly, and monthly calling and sales targets.
Handle customer queries professionally and coordinate with internal teams for timely resolution.