Inside Sales- Debt Counsellor
Whitefield Careers Verified employer
Actively hiring · Posted 5d ago · JEV2610C5223626AD
Job description
Role Description:* Lead generation: Generate new customer leads through various Inbound & outbound calls and provide a healthy sale pipeline.* Customer Assessment: Evaluate the financial situation of customers, including their income, expenses and outstanding debts, to understand their eligibility for the debt relief program.* Debt Counseling: Provide guidance on the debt settlement process, including budgeting, savings plans, etc.* Program Enrollment: Assist customers in enrolling in the debt relief program, explaining program benefits, requirements and next steps.* Documentation: Ensure all necessary documentation is collected, verified and accurately recorded in the customer management system.* Relationship management: Maintain regular contact with customers to monitor progress, address anyconcerns and encourage program adherence.* Lead Management: Utilize the company’s CRM system to update and manage customer interactions, ensuring timely follow-up and proper lead categorization.* Compliance: Adhere to all regulatory and company guidelines while providing debt relief solutions, maintaining the highest standards of ethics and integrity.* Targets: Achieving the assigned monthly sales targets.* Collaboration: Work with other departments to provide feedback on customer needs and preferences, contributing to the evolution of current programs/ development of new programs.
Key skills
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