Job Role & Responsibilities
Outbound & Inbound Calls: Make and receive calls to pitch personal loans, business loans, credit cards, insurance, or investment plans.
Lead Generation & Qualification: Identify prospective clients, assess their eligibility, and record interest levels.
Document Coordination: Follow up with clients to collect required financial documents (PAN, Aadhaar, bank statements, ITR) and pass them to the processing/sales team.
Customer Support: Answer product queries, explain terms and eligibility criteria clearly, and resolve basic complaints.
Data Management: Log call summaries, update lead statuses, and maintain records using CRM software, Google Sheets, or MS Excel.
Target Achievement: Meet daily or monthly targets for calling volume, lead generation, or sales conversions.