Posted:1 week ago| Platform:
Remote
Full Time
1. Outbound Calls and Promotion: Making outbound calls: Reaching out to potential customers to promote various loan products (personal, car, home, etc.). Explaining loan features: Providing detailed information about loan terms, interest rates, repayment options, and eligibility criteria. Generating interest: Persuading customers to consider applying for a loan by highlighting benefits and addressing their needs. 2. Customer Interaction and Engagement: Answering queries: Addressing customer inquiries regarding loan products, application processes, and repayment terms. Understanding customer needs: Asking clarifying questions to understand customer financial situations and loan requirements. Providing solutions: Recommending suitable loan options based on individual customer needs and financial circumstances. 3. Application Assistance and Follow-up: Guiding through application: Helping customers navigate the loan application process, providing necessary documents, and answering questions. Follow-up on leads: Following up with potential customers to convert leads into applications and approved loans. Maintaining customer records: Keeping accurate records of calls, leads, and follow-up actions within the CRM system. 4. Sales and Target Achievement: Meeting sales targets: Achieving daily, weekly, or monthly sales targets for loan approvals or new customer acquisitions. Driving loan applications: Focusing on converting leads into loan applications and ensuring timely loan disbursals. Staying informed: Keeping abreast of loan product knowledge and industry trends. 5. Customer Service and Compliance: Handling complaints: Addressing customer complaints and concerns professionally and effectively. Ensuring compliance: Adhering to banking regulations and ethical collection practices. Maintaining professionalism: Maintaining a positive and professional attitude in all customer interactions.
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