Debt Counsellor- Sales

Role & responsibilities

• Lead generation: Generate new customer leads through various Inbound & outbound calls and provide a healthy sale pipeline.
• Customer Assessment: Evaluate the financial situation of customers, including their income, expenses and outstanding debts, to understand their eligibility for the debt relief program.
• Debt Counseling: Provide guidance on the debt settlement process, including budgeting, savings plans, etc.
• Program Enrollment: Assist customers in enrolling in the debt relief program, explaining program benefits, requirements and next steps.
• Documentation: Ensure all necessary documentation is collected, verified and accurately recorded in the customer management system.
• Relationship management: Maintain regular contact with customers to monitor progress, address any concerns and encourage program adherence.
• Lead Management: Utilize the companys CRM system to update and manage customer interactions, ensuring timely follow-up and proper lead categorization.
• Compliance: Adhere to all regulatory and company guidelines while providing debt relief solutions, maintaining the highest standards of ethics and integrity.
• Targets: Achieving the assigned monthly sales targets.
• Collaboration: Work with other departments to provide feedback on customer needs and preferences, contributing to the evolution of current programs/ development of new programs.

Role requirement:

Educational Qualification & Experience:

• Bachelor's degree in any field. PGDM/MBA- Sales & Marketing will be an added advantage.
• Proven track record of success in B2C sales, preferably within the fintech or financial services industry.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

Functional Skills

• Excellent communication and interpersonal skills in English and Hindi (additional languages are a plus), with the ability to build rapport and trust with diverse audiences.
• Strong understanding of consumer behavior and financial products, with the ability to simplify complex concepts for consumers. Understanding financial concepts such as budgeting, debt management, and savings.
• Proficiency in using CRM software and Microsoft Office (Word, Excel)
• Self-motivated and results-oriented, with a passion for exceeding targets and delivering exceptional customer experiences.