Banking & Financial Services
AI Digital Growth Worker
- Runs loan, insurance, and investment awareness campaigns
- Generates leads for credit cards, loans, and wealth products
- Builds landing pages for product campaigns
- Educates prospects through content and follow-ups
AI Sales Executive
- Qualifies leads for loans, policies, and financial products
- Books advisor meetings
- Generates quotations for insurance/investment products
- Tracks customer onboarding journey
AI Customer Support Executive
- Answers policy, claim, EMI, and account queries
- Opens claim/service requests
- Tracks escalations and compliance workflows
- Sends renewal reminders
