Make outbound calls to customers to promote personal loan products.
Explain loan features, interest rates, eligibility criteria, and required documents.
Generate leads and schedule follow-ups with interested customers.
Identify customer needs and suggest suitable loan options.
Collect and verify preliminary customer details (income, employment, credit history, etc.).
Maintain and update lead data in CRM or Excel.
Coordinate with the sales, verification, and credit team for loan processing.
Achieve daily/weekly/monthly calling and lead generation targets.
Handle customer queries with professionalism and provide accurate information.
Ensure all interactions comply with company banking guidelines and regulatory standards.
Strong communication and persuasion skills.
Basic understanding of loans, finance, and banking terms.
Ability to handle objections and convert inquiries into leads.
Good listening and interpersonal skills.
Data entry and CRM handling skills.
Goal-oriented and comfortable working under targets.