1. Customer Calling Make outgoing calls to potential customers. Contact customers regarding Home Loans, Personal Loans, Business Loans and Mortgage Loans. Explain loan offers, eligibility and basic requirements.
2. Lead Generation
Generate new customer enquiries.
Identify customers who are interested in loans.
Collect genuine business leads through calls and follow-ups.
3. Customer Information Collection
Applicant name and mobile number.
Employment type (Salaried / Self-employed).
Monthly income.
Required loan amount.
CIBIL score (if known).
Existing loan and EMI details.
4. Follow-up Responsibilities
Follow up with interested customers.
Schedule customer appointments.
Remind customers about pending documents.
Maintain regular communication until the lead is handed over or closed.