The client’s DSA (Direct Selling Agent) vertical experienced challenges in managing a high volume of loan applications logged by DSA teams and assigned to Sales Managers. With multiple files requiring simultaneous attention, Sales Managers struggled to prioritize applications and follow up with every customer within the required timeframe. This manual, time-consuming process led to missed customer interactions, delayed follow-ups, and potential business opportunities.
KServe deployed a dedicated DSA support team to manage the complete customer journey, from initial login to final loan disbursement. The team handled customer calls, requirement assessment, lead qualification, document follow-ups, regular coordination, and application tracking throughout the processing stages.
This approach helped reduce the operational workload of Sales Managers, enabling them to focus on lead generation, customer acquisition, and new business development, while the dedicated team ensured timely customer engagement and consistent follow-ups to move existing applications toward disbursement.
