1. Outbound Calls and Promotion:

• Making outbound calls:
• Reaching out to potential customers to promote various loan products (personal, car, home, etc.). 
• Explaining loan features:
• Providing detailed information about loan terms, interest rates, repayment options, and eligibility criteria. 
• Generating interest:
• Persuading customers to consider applying for a loan by highlighting benefits and addressing their needs. 

2. Customer Interaction and Engagement:

• Answering queries:
• Addressing customer inquiries regarding loan products, application processes, and repayment terms. 
• Understanding customer needs:
• Asking clarifying questions to understand customer financial situations and loan requirements. 
• Providing solutions:
• Recommending suitable loan options based on individual customer needs and financial circumstances. 

3. Application Assistance and Follow-up:

• Guiding through application:
• Helping customers navigate the loan application process, providing necessary documents, and answering questions. 
• Follow-up on leads:
• Following up with potential customers to convert leads into applications and approved loans. 
• Maintaining customer records:
• Keeping accurate records of calls, leads, and follow-up actions within the CRM system. 

4. Sales and Target Achievement:

• Meeting sales targets: Achieving daily, weekly, or monthly sales targets for loan approvals or new customer acquisitions. 
• Driving loan applications: Focusing on converting leads into loan applications and ensuring timely loan disbursals. 
• Staying informed: Keeping abreast of loan product knowledge and industry trends. 

5. Customer Service and Compliance:

• Handling complaints: Addressing customer complaints and concerns professionally and effectively. 
• Ensuring compliance: Adhering to banking regulations and ethical collection practices. 
• Maintaining professionalism: Maintaining a positive and professional attitude in all customer interactions.