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Key Responsibilities:
● Outbound Calls: Engage in proactive sales calls to potential customers, introducing
and promoting our financial products and services.
● Customer Interaction: Handle inquiries from both existing and new customers,
addressing their concerns and providing accurate information.
● Lead Generation: Identify sales opportunities, follow up on leads, and convert
inquiries into successful sales.
● Problem Solving: Manage basic customer service issues, offering solutions with
professionalism and empathy.
● Team Coordination: Collaborate with internal teams to ensure that customer needs
are addressed quickly and effectively.
● Customer Records: Accurately update CRM systems with details of calls, feedback,
and sales activities.
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