· 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.