1. Lead Generation
Generate leads through telecalling, field visits, and references
Work on pre-approved customer data
Coordinate with dealers, shops, and partners for new leads
2. Customer Interaction
Explain loan products (Personal Loan, Consumer Durable Loan, etc.)
Understand customer requirements and suggest suitable loan options
Build strong customer relationships
3. Loan Processing
Collect required documents (KYC, income proof, etc.)
Fill application forms accurately
Upload or submit documents in system/app
4. Verification
Conduct basic field verification if required
Ensure customer details are genuine and complete
5. Target Achievement
Achieve monthly login and disbursement targets
Maintain daily productivity (calls, visits, logins)
6. Coordination
Coordinate with credit team and backend team for quick approvals
Follow up on pending cases
7. Cross-Selling
Promote additional products like:
Insurance
Credit cards
Top-up loans