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Conducting Sales Calls : Making outbound calls to potential and existing customers (and sometimes taking inbound calls) to generate interest and persuade them to apply for the company's financial products.
Customer Needs Assessment : Identifying and analysing customer financial situations and needs to recommend suitable financial solutions.
Product Explanation : Clearly explaining the features, benefits, interest rates, and terms of various financial products.
Application Assistance : Guiding customers through the online or phone application process and ensuring all required information is gathered accurately.
Compliance and Regulation : Adhering strictly to all relevant credit granting regulations and policies, such as the National Credit Regulator (NCR) to ensure all transactions are legal and ethical.
Target Achievement : Meeting or exceeding daily, weekly, and monthly sales, call volume targets.
Record Keeping : Accurately logging all customer interactions, outcomes, and information in a Workflow system.