Job Description

Job Description -
• 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