Key Responsibilities
- Outbound/Inbound Calling: Making proactive calls to prospective clients to introduce loan products and handling inbound queries.
- Lead Generation & Conversion: Identifying potential borrowers and guiding them through the sales process to meet monthly targets.
- Product Knowledge: Explaining loan features, interest rates, eligibility criteria, and repayment terms clearly.
- Documentation & Compliance: Collecting, verifying, and uploading required KYC/loan documents.
- Customer Service: Addressing queries, resolving issues, and maintaining professional, polite communication.
- Data Management: Updating CRM software with accurate records of calls, leads, and follow-ups. Indeed +5
Required Skills and Qualifications
- Education:
Graduate in any discipline (or sometimes HSC/12th pass).
- Communication: Solid verbal communication skills, including regional languages.
- Sales Skills: Negotiation skills and ability to handle rejection.
- Technical Skills: Basic computer literacy and proficiency in CRM tools.