Conduct outbound calls, emails, and social media outreach to identify and engage potential clients for various loans (personal, home, business).
Lead Qualification:
Understand client needs, explain loan features/benefits, and qualify leads for the sales team.
Pipeline Management:
Maintain and update lead databases (CRM) with accurate client info and interaction details.
Target Achievement:
Meet or exceed daily/monthly targets for qualified leads and appointments set.
Market Engagement:
Participate in local activities (leaflets, events) and build relationships with partners (builders, businesses) for new opportunities.
Sales Support:
Schedule appointments, handhold clients through initial stages, and ensure smooth handover to sales/disbursement teams.
Product Knowledge:
Develop deep understanding of loan products and company services.
Key Skills & Qualifications:
Strong communication (verbal/written) and interpersonal skills.
Goal-oriented, self-motivated, and resilient.
Experience with CRM software (Hubspot, Pipedrive) and data tools.
Understanding of sales cycles and banking products.
High school diploma required; Bachelor's in Finance/Business a plus.
Job Type: Full-time
Pay: ₹8,086.00 - ₹20,000.00 per month
Work Location: In person
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