Responsible for contacting potential customers, understanding their loan requirements, explaining suitable loan products, generating qualified leads, and coordinating with the sales/operations team until the application is processed.
Key Responsibilities:
- Make outbound calls to prospective and existing customers.
- Explain personal loans, balance transfers, top-up loans, and other financial products.
- Understand customer eligibility, income, employment, and loan requirements.
- Generate and qualify leads through calls and follow-ups.
- Collect required customer information and documents.
- Coordinate with sales, credit, and operations teams for application processing.
- Maintain accurate customer and lead records in the CRM/Excel tracker.
- Follow up regularly with customers to improve conversion.
- Achieve daily, weekly, and monthly calling and lead-generation targets.
- Provide professional customer service and maintain good relationships.
Required Skills:
- Positive communication and convincing skills.
- Basic knowledge of loan/financial products.
- Ability to handle customer queries and objections.
- Basic computer/CRM and Excel knowledge.
- Target-oriented and disciplined approach.
- Freshers can also be considered.