Product Knowledge: Understand and articulate the features and benefits of financial products tailored for low-income or underserved communities, such as microloans, savings accounts, or insurance.
Client Engagement: Actively seek out and engage potential clients through various channels, including community events, partnerships with local organizations, and direct outreach.
Sales Targets: Achieve or exceed sales targets by identifying and converting prospects into clients.
Customer Needs Assessment:
Needs Analysis: Conduct thorough assessments of clients’ financial needs and recommend suitable products or services.
Personalized Solutions: Provide customized solutions based on individual client profiles and requirements.
Relationship Building:
Client Interaction: Build and maintain strong relationships with clients, ensuring they receive exceptional service and support.
Follow-Up: Regularly follow up with clients to address any questions or concerns and to ensure continued satisfaction with the financial products.
2. Collection Responsibilities
Payment Collection:
Collection Process: Manage the collection of payments for loans or other financial products, ensuring timely and accurate collection.
Client Communication: Contact clients to remind them of upcoming or overdue payments, and assist them with payment arrangements if needed.