Engage with pre-qualified potential customers via phone to generate high-quality leads for top-up loan opportunities.
Aim for meaningful conversations with 60–70 customers daily, prioritizing quality over quantity in calls. (200+ dials daily)
Assess customer eligibility by reviewing CIBIL scores and financial documents to identify the most suitable leads.
Advise customers on available top-up loan benefits, addressing queries, explaining terms, and highlighting advantages.
Documentation – Get basic required kyc documents online to check loan eligibility
Maintain relationships through WhatsApp follow-ups to build trust and increase conversion chances.
Guide customers through document collection and submission, ensuring accuracy and completeness.
Use our modern CRM system (click-to-call, zero manual paperwork) to record updates and coordinate smoothly with the processing team