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Pitch MWS

The representative from Magnetic Wealth Services calls to check if the client needs a business loan, personal loan, or home loan. If interested in a loan, the representative asks questions to determine loan eligibility and terms, such as purpose of the loan, funding amount, repayment timeline, credit score, financial situation, and available collateral. Sample questions are provided for business and personal loans. The representative offers to help secure the loan at a lower interest rate and thanks the client for their time.

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Sudiptha Sharon
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178 views2 pages

Pitch MWS

The representative from Magnetic Wealth Services calls to check if the client needs a business loan, personal loan, or home loan. If interested in a loan, the representative asks questions to determine loan eligibility and terms, such as purpose of the loan, funding amount, repayment timeline, credit score, financial situation, and available collateral. Sample questions are provided for business and personal loans. The representative offers to help secure the loan at a lower interest rate and thanks the client for their time.

Uploaded by

Sudiptha Sharon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Hi XXXXXX,

Good morning, This is XXXXXXX from Magnetic Wealth Services How are you doing
today?

Client says Yes: Glad to hear that you are doing good.

Client says Busy: I am sorry as I caught you at the wrong time (Check with the client as
when you can get back to Him/She)

The reason for my call is to check if you see if you are in need of a business loan, personal
loan or a home loan, to meet your financial needs.

Client says No – Any particular reason? Is it because you already have any existing loans in
your name?

Client says Not interested, Inform the client to save your name and number. Ask for
references, if any of his family members or friends are looking for a loan. Also, please inform
the client that if in case he or she requires any loan in the future, they can always get on a call
to discuss further.

Client says Yes: Well, XXXXXX we have tied up with some of the most reputed banks in
the country to offer our clients the best loan products and solutions. May I ask you what is the
percentage you have opted the loan, We can help you in getting at a lower rate of interest and
do the balance transfer which will save on your monthly EMI’s. How does that sound to you?

Client says Yes for loan services. Pitch accordingly with the response of the client.

Questions to ask a client who is looking for business loan


1. What is the purpose of the business loan?

2. How much funding do you need?

3. What is your expected timeline for repayment?

4. What collateral do you have to secure the loan?

5. What is your current credit score?

6. What is your current financial situation, including your business revenue and
expenses?

7. Have you applied for any other loans recently?

8. What is the size and age of your business?

9. What is your industry and what is your competitive advantage?


10. What are your short-term and long-term goals for your business?

Questions to ask a client who is looking for personal loan

1. What is the purpose of the personal loan?

2. How much funding do you need?

3. What is your expected timeline for repayment?

4. What is your current credit score?

5. What is your current employment status and income level?

6. Do you have any other outstanding debt or loans?

7. What is your current financial situation, including your expenses and other sources of
income?

8. What collateral do you have to secure the loan?

9. Have you applied for any other loans recently?

10. What is your plan for making payments on the loan and ensuring timely repayment?

Please feel free to ask me any questions or if you need more information, once again than you
for your time on the phone today. My name is XXXXXXXXXXX from Magnetic Wealth
Services.

Thank you and have a nice day!

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