Generate new business through open-market sourcing and direct sales.
Acquire new customers for Home Loan, LAP and Mortgage Loan products.
Generate leads through personal references, market visits, connectors, DSA/DSA networks and other channels.
Meet prospective customers and understand their loan requirements.
Explain loan products, eligibility, documentation and process to customers.
Build and maintain strong relationships with customers, property dealers, builders, connectors and other referral partners.
Follow up with customers from lead generation to login, sanction and disbursement.
Coordinate with Credit, Operations and other internal teams for smooth loan processing.
Achieve assigned monthly sales and disbursement targets.
Maintain proper records of leads, customer interactions and loan cases.
Ensure quality sourcing and compliance with company policies.