Role & Responsibilities
Contact our retailers who have pre-approved loan offers, explain the loan details to them, and ensure successful conversions.
Make outbound calls to potential customers to promote and explain loan products (Personal Loan, Business Loan, Home Loan, etc.)
Understand customer requirements and suggest suitable loan options
Collect and verify customer documents as per loan eligibility
Maintain follow-up with interested customers and ensure timely conversion
Update customer information and call records in the CRM system
Meet daily/weekly/monthly targets of lead generation and conversions
Coordinate with sales and credit teams for smooth loan processing