Make outbound calls to potential customers and generate personal loan leads.
Understand customer financial requirements and explain suitable personal loan offers.
Check basic eligibility based on salary, company profile, CIBIL score and existing obligations.
Follow up with interested customers and convert leads into successful loan logins.
Coordinate with the backend and banking teams for documentation and loan processing.
Maintain daily calling reports, lead details and follow-up records.
Achieve daily, weekly and monthly login and disbursement targets.
Build strong customer relationships and provide professional service throughout the loan process.