Trustegic Solutions Pvt Ltd

Kolkata, West Bengal

1. Loan Sales calls (PL, BL, HL, LAP). Perform outbound calls as a marketing tool to carry out a variety of sales and marketing activities, including cold calls, cross selling and up selling to new and existing customers2. Attend to telephone queries from customers and direct such calls to an appropriate Company or Bank personnel where necessary.3. Perform any after-call functions to complete the cycle of call4. Achieve pre-set Key Performance Indicators for the individual and assist in the achievement of the overall sales target as set by the Company and/or the Bank.5. Provide feedback and suggestions on programmes handled to improved and/or enhance existing and future telemarketing programmes6. Complete daily and weekly reports to measure individual effectiveness and provide figures showing weekly productivity of individual.7. Ensure each call handled meets the service standards of the Company and the Bank8. Create and/or maintaining proper client, call and sales records and customer database as required by the Company and/or Bank.9. Ensure confidentially of data in the manner and to the extend required by the Company and/or the Bank.10. Analyse active loan files on regular basis and recommend solutions to speed up the loan process.11. Complete loan application forms and educate clients about the policy regulations.12. Monitor and update accounts records.13. Submit loan applications in a timely manner.14. Prepare detailed loan proposals.15. Explain queries and deficiencies to applicants.16. Respond to applicants questions and resolve any loan and related issues.17. Operate in compliance with laws and regulations.18. Acting as liaison between our financial institutions and our clients