
Role Description:
* Lead generation: Generate new customer leads through various Inbound & outbound calls and provide a healthy sale pipeline.
* Customer Assessment: Evaluate the financial situation of customers, including their income, expenses and outstanding debts, to understand their eligibility for the debt relief program.
* Debt Counseling: Provide guidance on the debt settlement process, including budgeting, savings plans, etc.
* Program Enrollment: Assist customers in enrolling in the debt relief program, explaining program benefits, requirements and next steps.
* Documentation: Ensure all necessary documentation is collected, verified and accurately recorded in the customer management system.
* Relationship management: Maintain regular contact with customers to monitor progress, address anyconcerns and encourage program adherence.
* Lead Management: Utilize the company’s CRM system to update and manage customer interactions, ensuring timely follow-up and proper lead categorization.
* Compliance: Adhere to all regulatory and company guidelines while providing debt relief solutions, maintaining the highest standards of ethics and integrity.
* Targets: Achieving the assigned monthly sales targets.
* Collaboration: Work with other departments to provide feedback on customer needs and preferences, contributing to the evolution of current programs/ development of new programs.

About Whitefield Careers
About
Whitefield Careers is a recruitment and workforce solutions company specializing in connecting exceptional talent with industry-leading organizations across India. With over four years of recruitment expertise, the company provides a wide range of services including talent acquisition, staff augmentation, recruitment process outsourcing (RPO), payroll and compliance management, background verification, interview-as-a-service, and on-demand skilled deployment.
Trusted by 75+ clients and maintaining a 98% client retention rate, Whitefield Careers has successfully placed over 520 professionals across multiple industries. The company focuses on building long-term partnerships through a relationship-driven approach, helping businesses scale with the right talent while supporting professionals in advancing their careers.
In addition to recruitment services, Whitefield Careers operates Whitefield Campus, a career acceleration initiative that bridges the gap between academia and industry through placement support, mock interviews, resume-building assistance, internship opportunities, and career training programs for students and early-career professionals.
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