Make outbound calls to existing and prospective customers.
Explain banking products and services, including personal loans, business loans, home
loans, credit cards, and insurance.
Generate and qualify leads for the sales team.
Understand customer requirements and recommend suitable banking products.
Schedule appointments for Relationship Managers or Sales Executives.
Follow up with customers regarding document collection, loan applications, and
application status.
Maintain accurate customer records and update the CRM/database.
Achieve daily, weekly, and monthly calling and lead generation targets.
Handle customer queries professionally and provide accurate information.
Ensure compliance with banking policies, regulatory requirements, and data privacy
guidelines.
Coordinate with internal departments to ensure smooth processing of customer
applications.
Build and maintain positive customer relationships to enhance customer satisfaction.
