- Generate leads through calls, emails, messages, social media, online platforms, referrals, and other channels.
- Identify and connect with potential customers interested in financial and loan products.
- Understand customer requirements and assess their basic eligibility for loan products.
- Follow up with interested prospects and guide them through the next stage of the process.
- Maintain and regularly update the lead database with customer details and follow-up status.
- Coordinate with the Sales and Operations teams for documentation and loan processing.
- Build and maintain professional relationships with potential customers.
- Achieve daily, weekly, and monthly lead generation targets.
- Prepare and maintain reports related to lead generation activities and progress.
- Maintain proper records of leads, follow-ups, and customer interactions.
- Support the team in converting qualified leads into business opportunities.
- Ensure consistent and qualified communication with prospects.

📌 Lead Generation Executive (Bengaluru)
🏢 Riverview Finserve
📍 Bengaluru