Lead Convertor

Role Overview

The Lead Convertor supports the conversion of Personal Loans by acting as a crucial link between backend systems and frontline calling teams. The role ensures data accuracy, timely distribution of journey and calling files, and provides ongoing clarifications about lead statuses, journey stages, and process queries to facilitate smooth operations and enhance conversion rates.

Key Responsibilities

• Analyze Instant Personal Loan (Insta PL) data and distribute calling-ready journey files to the sales calling team every two hours to support prompt customer follow-up and increase conversions.
• Prepare and evaluate Personal Finance Company (PFC) Journey data, sharing updates with the calling team thrice daily to help prioritize leads and boost conversion effectiveness.
• Generate, verify, and circulate Machine Learning (ML) application data dumps three times per day, providing the sales calling team with current, actionable lead information.
• Compile and share daily Personal Loan (PL) disbursal files—including agent mapping, journey types, lenders involved, and insurance attachments—with internal stakeholders and calling teams to monitor closure, confirm details, and support reporting.
• Coordinate the transfer and updates of Server-to-Server (S2S) leads with the S2S and calling teams to ensure leads are processed promptly and accurately.
• Engage every two hours with Site Heads and Call Centre Supervisors to review lead volumes, conversion progress, pending actions, and calling productivity metrics.
• Collaborate with Points of Delivery (POD), Lines of Business (LOB), and ML Single Points of Contact (SPOCs) to identify journey anomalies, lead mismatches, or system issues affecting conversions, and facilitate quick resolution.