Generate leads for customers interested in Personal Loans through outcall campaigns and promotions.
Tag all calls in the dialler and Customer Relationship Management (CRM) system for efficient tracking and
follow-up.
Pitch end-to-end information about Personal Loan offers and effectively convert customers.
Provide customers with detailed product information, explaining terms, conditions, and eligibility criteria.
Guide customers through the documentation process required to avail a loan, ensuring clarity and
understanding.
Maintain complete knowledge of loan policies, procedures, and compliance standards.
Coordinate with branches for document collection and processing of loan applications.
Follow up with customers until the loan case is successfully disbursed, addressing any concerns or queries
promptly.
Explain in detail any special offers or promotions available to customers, maximizing conversion
opportunities.
Provide accurate information regarding the documents and information required for loan applications.
Actively participate in training sessions to enhance product knowledge and customer service skills.
Stay updated on changes in policies, regulations, and processes related to personal loans.
Generate high-quality leads and contribute to increasing the conversion rate of leads.
Maintain excellent communication and relationship-building skills to ensure customer satisfaction and
retention.