Client Interaction: Call potential customers to discuss available loan products (personal, home, auto, business loans, etc.).
Lead Generation: Identify and qualify potential leads through cold calling and follow-up calls.
Loan Product Explanation: Explain loan details such as interest rates, repayment terms, eligibility criteria, and documentation requirements.
Loan Application Support: Guide clients through the loan application process, providing them with necessary instructions and ensuring timely submission of required documents.
Data Management: Update customer records and loan application statuses in the CRM system.
Follow-up Calls: Conduct follow-up calls with potential customers to check their loan application status, resolve any issues, and encourage them to complete the process.
Problem Resolution: Address and resolve customer queries or concerns regarding loan products, terms, or application issues.
Meet Targets: Achieve daily/weekly/monthly targets for calls made, leads generated, and loan applications processed.
