Role Description:
Lead generation: Generate current 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 perks, 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 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 current programs.
Skills:- Inside Sales, Financial services, BFSI, Finance and Banking