- Make outbound calls to potential customers regarding loan products.
- Understand customers’ financial requirements and suggest suitable loan options.
- Explain loan features, eligibility, interest rates, documentation, and process clearly.
- Generate leads through calling and follow up with interested customers.
- Maintain regular follow-ups with leads to convert them into customers.
- Coordinate with the sales/loan processing team for further documentation and processing.
- Update customer details, call records, and lead status in the CRM/system.
- Achieve daily and monthly calling and sales targets.
- Handle customer queries professionally and provide accurate information.
- Maintain good relationships with customers throughout the loan process.
Requirements
- Positive communication and convincing skills.
- Basic knowledge of loan/financial products.
- Comfortable making a high volume of calls.
- Ability to handle customer queries and objections.
- Target-oriented and willing to learn.
- Basic computer knowledge.
- Freshers can also apply.