
Identify and generate leads for bank loan products through direct sales, field visits, referrals, and networking.
Conduct customer meetings to understand financial needs and recommend suitable loan products.
Explain loan features, eligibility, documentation requirements, and repayment terms to customers.
Collect and verify customer documents for loan processing.
Coordinate with credit and operations teams for loan approval and disbursement.
Achieve monthly and quarterly sales and revenue targets.
Maintain good relationships with existing customers for repeat business and referrals.
Ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) norms.
Prepare daily and weekly reports on sales activities and conversions.
Stay updated on competitors’ loan offerings and market trends.