Job Purpose:
To generate leads, assess customer eligibility, and assist customers in applying for credit cards and
loans. The role includes customer handling, document verification, and coordination with
banks/NBFCs for smooth processing.
Key Responsibilities:
- Make outbound calls to potential customers for credit cards and loans
- Follow up with customers through calls
- Identify and convert leads for credit cards and loans.
- Explain product features, benefits, and eligibility.
- Collect and verify KYC documents.
- Submit applications and coordinate with banks/NBFCs.
- Track application status and update customers.
- Ensure compliance with documentation guidelines.
- Achieve monthly sales targets and prepare reports.