Role Description

- Lead generation: Generate new 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 benefits, 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 any concerns and encourage program adherence.

- Lead Management: Utilize the companys 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 new programs.

Role requirement

- Educational Qualification & Experience:





- Bachelor's degree in any field. PGDM/MBA- Sales & Marketing will be an added advantage.

- Proven track record of success in B2C sales, preferably within the fintech or financial services industry.

- Ability to thrive in a fast-paced, agile environment and adapt to changing priorities.

Functional

Skills

- Excellent communication and interpersonal skills in English and Hindi (additional languages are a plus), with the ability to build rapport and trust with diverse audiences.

- Strong understanding of consumer behavior and financial products, with the ability to simplify complex concepts for consumers. Understanding financial concepts such as budgeting, debt management, and savings

- Proficiency in using CRM software and Microsoft Office (Word, Excel)

- Self-motivated and results-oriented, with a passion for exceeding targets and delivering exceptional customer experiences.

Behavioral

Skills

- Demonstrate ability to work independently with a high level of initiative and drive.

- Strong problem-solving skills and ability to think creatively to overcome obstacles.

- Proactive attitude with a willingness to take ownership of tasks and follow through to completion.

- Excellent time management and organizational skills, with the ability to prioritize tasks effectively.

- Collaborative mindset with a willingness to contribute ideas and work as part of a team to achieve common goals.

📌 Walk-in || Debt Counsellor (Bengaluru)
🏢 Freed India
📍 Bengaluru