Conduct morning huddles to:
Review daily targets & priorities
Share updates on products, offers, or process changes
Motivate team with key performance insights
Monitor lead distribution for fairness & efficiency
Ensure timely allocation of fresh leads
Track status of follow-ups and callbacks
Review call logs, CRM entries, and conversions
Track key metrics:
Call volumes
Lead-to-application ratio
TAT (Turnaround Time)
Quality of pitch
Share individual feedback regularly
Audit a sample of daily calls
Ensure adherence to script, compliance, and soft skills
Identify training needs and performance gaps
Conduct refreshers on:
Loan product features
Objection handling
CRM usage & data accuracy
Mentor new joiners and under performers
Resolve escalated queries from customers
Coordinate with credit, operations, and sales teams for fast resolution
Submit daily/weekly performance reports to higher management
Highlight challenges, opportunities, and key achievements
Ensure adherence to DND and telecalling guidelines
Maintain data privacy and team discipline
Take corrective action in case of non-compliance