- Handle inbound and outbound calls with prospective customers for Business Loans / MSME Loans.
- Connect with leads and understand the customer's business and funding requirements.
- Explain loan products, eligibility, documentation, tenure and other terms.
- Generate and convert leads into qualified loan applications.
- Follow up with customers regularly to drive login and disbursement.
- Handle customer queries and objections professionally.
- Achieve daily and monthly sales, calling and conversion targets.
- Update customer information and follow-up status in CRM.
- Coordinate with Credit and Operations teams for smooth application processing.
- Maintain proper documentation and follow company policies and compliance guidelines.