Outbound Calling: Proactively contact potential customers to explain financial products like Personal Loans, Home Loans, or Business Loans.
Lead Generation & Qualification: Identify interested prospects and qualify them based on income, credit score, and eligibility criteria.
Database Management: Accurately update customer details and interaction records in the CRM system.
Documentation Support: Inform clients about required documents and follow up to collect them.
Target Achievement: Meet daily, weekly, and monthly targets for calls made and leads generated.
Customer Handling: Address inquiries, resolve queries, and explain product benefits clearly