Process: *Loan Sales*
*Generate and qualify sales leads through networking, cold calling and referrals.
*Build and maintain relationships with potential and existing clients.
*conduct needs assessments to determine the best loan options for clients.
*Prepare and present loan proposals ensuring compliance with regulatory guidelines.
*Meet or exceed sales targets and contribute to the overall success of the team.
- Handle customer's inbound and outbound calls. Solving queries, telling them about products/offers/services
- Follow communication “scripts” when handling different topics
- Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives
- Seize opportunities to upsell products when they arise
- Build sustainable relationships and engage customers by taking the extra mile
- Keep records of all conversations in our database in a comprehensible way
- Frequently attend educational seminars to improve knowledge and performance level
- Meet personal/team qualitative and quantitative targets
Minimum Requirement:
- Good Communication Skills
- Good Problem-solving skills over the call
- High energy level