Responsibilities: Loan Sales II Cold Calling
• Identify customer’s needs and inform them about the company’s products/services
• Convince the customer to purchase the product/service, clarifying information wherever required
• Should have knowledge of selling financial products, including:
– Credit cards ( plans, penalties and eligibility)
– Loans (personal, housing, auto and more)
– Other investment opportunities (mutual funds, market-related instruments etc.)
• Process customer purchases and accurately record details of customer’s purchase orders
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