Overview
Sales and Promotion: Calling prospective/existing customers to sell banking products like credit cards, personal loans, and insurance.
Customer Support: Handling inbound queries regarding account balances, transaction issues, and service requests.
Lead Management: Following up on potential leads to convert them into active clients.
Data Maintenance: Accurately updating client information and call logs in the CRM system.
Target Achievement: Meeting daily, weekly, or monthly sales and productivity metrics.
Compliance: Adhering to banking guidelines, regulations, and scripts.
