Key Responsibilities:
1. Lead Generation & ProspectingMake outbound calls to potential customers sourced from databases, campaigns, and referrals.Quickly qualify leads based on eligibility criteria (income, credit behavior, employment type, documentation).Filter out time-wasters and focus on prospects with actual conversion potential.2. Customer Pitching & Product ExplanationDeliver a clear, concise pitch about loan products (personal loans, business loans, home loans, etc.).Explain interest rates, processing fees, tenures, eligibility, and mandatory documents without overselling or hiding conditions.Handle objections with logic and clarity—no vague promises or misleading claims.3. Requirement AnalysisAsk targeted questions to understand the borrower’s financial needs and repayment capacity.Identify the right loan product instead of pushing something irrelevant just to create numbers.4. Conversion & Follow-upsTrack each lead through the entire funnel: inquiry → documentation → approval → disbursement.Follow up aggressively but professionally—no ghosting, no “just checking” calls.Push the process forward by coordinating with credit, verification, and operations teams.5. Documentation HandlingGuide customers on required documents and ensure accuracy before sending to verification teams.Double-check for completeness—missing or incorrect paperwork kills conversions and wastes time.6. CRM & ReportingUpdate every call, lead status, and follow-up in the CRM on time—not at the end of the day.Maintain accurate daily/weekly reports of leads, conversions, call logs, and targets achieved.Track your own pipeline—don’t wait for the manager to chase you for updates.