Promote Pre-Approved Offers: Make outbound calls to potential clients to inform them about their specific pre-qualified or pre-approved personal loan options, highlighting key features and benefits. Explain Loan Details: Clearly articulate loan features, benefits, eligibility criteria, interest rates, and documentation requirements to the customer. Understand Customer Needs: Engage in active listening to understand the customer's financial situation and requirements, and recommend the most suitable loan solution. Guide the Application Process: Explain the customer through the loan application process, ensuring a smooth and hassle-free experience. Collect and Verify Information: Gather necessary personal and financial information from the client and ensure all required documentation is complete for processing. Address Queries and Objections: Patiently handle customer inquiries, concerns, and objections (e.g., about interest rates or terms) with professionalism and problem-solving skills. Maintain Records: Accurately update and maintain customer interaction details and lead statuses in the CRM system and other databases. Meet Targets: Strive to achieve daily, weekly, and monthly call and loan conversion or disbursement targets.
ob Summary: We're seeking a highly motivated and experienced associates to handle pre-qualified and pre-approved personal loan applications. Key Responsibilities: - Contact pre-qualified and pre-approved customers to discuss personal loan options - Explain loan features, interest rates, and repayment terms - Answer customer queries and address concerns - Identify and meet sales targets - Maintain accurate records of customer interactions and loan applications - Collaborate with the sales team to improve customer experience and conversion rates