· Conduct outbound and inbound calls to individuals seeking guidance
on debt management and financial planning.
· Provide empathetic and informative counseling to clients to
understand their unique financial situations and goals.
· Analyze clients' debt profiles, including credit card debt, loans,
and other financial obligations, to develop tailored debt repayment plans.
· Educate clients on effective debt management strategies, budgeting
techniques, and financial goal setting to help them achieve long-term financial
stability.
· Collaborate with clients to provide comprehensive financial plans
focusing on debt reduction, savings goals, and wealth-building strategies.
· Recommend debt consolidation, debt restructuring, or debt
settlement options based on clients' specific needs, and guide clients through
the process.
· Maintain accurate records and documentation of client interactions
and financial plans in compliance with regulatory requirements.
· Keep updated on industry regulations, debt management best
practices, and financial products relevant to debt management and personal
finance.
· Meet or exceed monthly and quarterly sales targets and Key
Performance Indicators (KPIs).
Candidate requirements :
· Any Diploma / Graduate
· Strong communication skills and ability to convey complex
financial information in an understandable manner.
· Experience of credit cards, loans, and debt management processes
would be be preferred.
· Experience in Domestic/International process in a BPO would be
preferred.
· Proficient in Word, Excel, Outlook, and PowerPoint.
· A positive attitude, resilience, and the ability to work
effectively in a team environment.
Interested
candidates can call, mail or whatsapp over given email id or number-