Lead Generation & Sourcing: Proactively source new clients through cold calling, field visits, or marketing campaigns.
Product Consultation: Educate potential borrowers on loan features, interest rates, and repayment terms to meet their financial needs.
Application Processing: Assist clients in filling out applications, collect necessary KYC and financial documents, and guide the file through to sanction and disbursement.
Target Achievement: Consistently meet or exceed monthly and quarterly sales quotas.
Compliance & Reporting: Ensure all sales adhere strictly to financial regulations and internal company policies