- Conduct inbound and outbound consultation calls with customers seeking assistance with loan-related concerns.
- Understand customer requirements related to overdue EMIs, recovery calls, legal notices, multiple loans, and other loan-related challenges.
- Review available customer information and credit-report details through authorized systems.
- Explain relevant Credfix services, plan features, pricing, and next steps clearly.
- Convert qualified customers into paid subscriptions through consultative selling and effective objection handling.
- Follow up with interested customers and maintain consistent communication until closure.
- Maintain accurate call records, customer feedback, follow-up schedules, and dispositions in the internal CRM/console.
- Ensure smooth handover of subscribed customers to the Relationship Manager (RM) team.
- Identify recurring customer concerns and share insights with the product and operations teams.
- Meet defined targets for consultation completion, qualified conversions, follow-ups, and call quality.

📌 Customer Care Executive (Bengaluru)
🏢 Accio Finserv Private
📍 Bengaluru