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- Make outbound calls to potential customers to promote loan products and financial services.
- Follow up on leads generated through marketing campaigns, referrals, and digital platforms.
- Maintain accurate records of customer interactions and update CRM systems regularly.
- Build and nurture relationships with customers to encourage repeat business and referrals.
- Understand customer financial needs and recommend appropriate loan products.
- Address customer queries, concerns, and complaints in a skilled and timely manner.
- Achieve monthly sales targets for loan disbursements and customer acquisition.
- Cross-sell and upsell financial products to existing customers based on their profiles.
- Coordinate with field sales teams to ensure smooth lead conversion and documentation.
- Ensure compliance with internal policies and regulatory guidelines during customer interactions.
- Assist in collecting and verifying customer documents required for loan processing.
- Safeguard customer data and maintain confidentiality at all times.

Key Responsibilities:

📌 Tele Sales (Mumbai)
🏢 Protium
📍 Mumbai