Studying the details of each offering and remaining abreast of updates to these offerings.Obtaining and updating lists of individuals' contact details.Calling active and budding clients to encourage the purchase of items.Addressing clients' uncertainties, grievances, and suggestions on time.Noting important details of each conversation.Communicating verbal acceptances of offers to our sales team for closing.Recording all successful and unsuccessful attempts to close sales.Attending regular team meetings to clarify progress and performance-related expectations.Conduct each of your functions with the utmost respect, regardless of others' dispositions.Evaluate credit worthiness by processing loan applications and documentation within specified limitsInterview applicants to determine financial eligibility and feasibility of granting loansDetermine all applicable ratios and metrics and set up debt payment plansCommunicate with clients either to request or to provide informationJustify decisions (approvals/rejections) and report on themComplete loan contracts and counsel clients on policies and restrictionsUpdate job knowledge on types of loans and other financial servicesMaintain and update account recordsAssess customer needs, explore all options and introduce different types of loansDevelop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
Job Title
Loan Officer / Telecaller