Key Responsibilities

Customer Outreach & Engagement

• Contact customers or potential customers through outbound calls
• Promote financial products and services based on customer needs
• Explain product information clearly and professionally
• Handle customer enquiries and objections effectively

Sales & Follow-Up

• Follow up with interested customers and guide them through the next steps
• Maintain good call quality and customer service standards
• Achieve daily, weekly, and monthly calling or sales targets
• Ensure customers are properly briefed before proceeding with applications

Data & Reporting

• Update customer records, call outcomes, and sales progress accurately
• Ensure proper documentation and follow-up actions are completed
• Work closely with the team to support campaign and business targets
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