Loan Sales/insurance Sales

Make outbound Effective calls .

Understand customer needs & sell appropriately

• Ask questions to identify customer requirements and recommend products/services that meet those needs.
• Explain product features, benefits, pricing — persuasively and clearly.
• Handle objections or customer concerns effectively and negotiate to close the sale.
• Meet sales targets

Maintain and manage customer / lead database (CRM)

• Log all call details, customer interactions, sales orders, status updates in CRM or database.
• Update customer information, maintain accurate records of leads and follow-ups.

Customer relationship management & post-sale support

• Build and maintain long-term relationships with customers to encourage repeat business.
• Address customer queries, complaints; ensure customer satisfaction and good service