Customer Interaction: Make outbound calls and receive inbound calls to assist potential clients with their DSA requirements, including product information, documentation, and services.
Lead Generation: Identify and qualify new leads by engaging with customers and gathering information about their needs.
Product Explanation: Provide information about financial products (loans, credit cards, etc.) to prospective customers, explaining features, benefits, and requirements.
Sales Conversion: Convert inquiries into sales by following up with clients, explaining product offerings, and guiding them through the application process.
Follow-ups: Regularly follow up with existing and potential clients to ensure they are satisfied with services, answer any questions, and encourage further engagement.
Data Management: Maintain accurate records of customer interactions, sales leads, and follow-up activities in the company’s CRM system.
Compliance & Documentation: Ensure all processes adhere to legal and company guidelines, maintaining complete and accurate documentation of client interactions.
Performance Reporting: Meet set targets for call volume, lead generation, and sales conversion as per departmental goals.