Key Responsibilities
1. Lead Generation
- Generate fresh loan enquiries through outbound cold calling.
- Re-engage existing and inactive leads.
- Generate referrals from existing customers.
- Identify opportunities for cross-selling and up-selling.
- Maintain a healthy daily sales pipeline.
2. Customer Consultation
- Understand customer financial requirements.
- Explain suitable loan products.
- Educate customers regarding eligibility criteria.
- Explain documentation requirements.
- Build trust through transparent communication.
3. Sales Conversion
- Convert enquiries into qualified leads.
- Follow up consistently until closure.
- Handle customer objections professionally.
- Maximize login-to-disbursement conversion.
4. Documentation
- Collect complete customer documentation.
- Verify preliminary eligibility.
- Ensure documentation accuracy.
- Submit complete files to Operations.
5. Coordination
Coordinate regularly with:
- Team Leaders
- Operations Team
- Customers
until final disbursement.
6. Customer Experience
- Respond professionally.
- Maintain regular communication.
- Resolve basic customer queries.
- Ensure timely updates.
- Build long-term relationships.
- Daily Performance Expectations
Skills Required
- Excellent communication skills.
- Strong negotiation ability.
- Persuasive selling skills.
- Customer handling.
- Relationship building.