The client required additional outbound calling capacity to support loan sales and lead-generation activities. The key challenges included maintaining consistent customer outreach, qualifying prospective borrowers, and ensuring timely follow-ups and coordination with branches throughout the loan application journey.
KServe deployed a dedicated outbound calling team to manage loan lead generation and customer engagement. The team followed structured calling scripts and defined process guidelines to understand customer requirements, qualify prospective borrowers, and conduct timely follow-ups. Dedicated SPOCs were assigned to coordinate with customers and branch teams throughout the loan journey, providing end-to-end support until loan disbursement.
