Telesales Executive Financial Products

• 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 company’s 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.