Customer Outreach: Make outbound calls to prospective clients, offering loans, insurance, or banking products.
Lead Generation/Sales: Convert inquiries into successful sales or loan applications.
Information Provision: Explain product features, interest rates, and eligibility criteria clearly.
Query Resolution: Address client, concerns, complaints, and, questions politely.
Documentation: Maintain accurate records of calls, client interactions, and follow-ups in the CRM.
Target Achievement: Meet daily, weekly, or monthly targets for call volume and sales.