- Customer Retention: Make outbound calls to existing customers who have shown intent to close their loan accounts to retain them by addressing their reason for loan closure and apply appropriate retention tool to offer company’s financial products, services, and other promotional offers. Target based number output delivery is a must.
- Product & Process Knowledge: Sound product and process knowledge to apply apt tool as per the situation demands
- Lead Generation: Identify and qualify potential Top Up by tele PD income assessment of interested customers.
- Customer Engagement: Maintain a positive and skilled tone in all interactions, ensuring high customer satisfaction while promoting company offerings.
- Data Entry: Record and update customer information, including interest levels,



in the CRM system to track progress and follow up on requests effectively.
- Follow-Up: Track and manage follow-up calls with allocated customers to ensure sustained engagement and conversion opportunities.
- Compliance: Ensure all calls comply with company policies, industry regulations, and customer privacy standards.
- Feedback Collection: Gather customer feedback and insights during calls, sharing relevant information with management for process improvements.
- Collaboration: Work closely with cross-functional teams for effective customer retention and conversion.

📌 Customer Retention Manager (Rajasthan)
🏢 Namdev Finvest
📍 Rajasthan