● Build and manage relationships with EPC partners across the assigned territory to generate a steady daily
pipeline of residential solar finance leads.
● Conduct on-ground visits to EPC offices, installation sites, and customer homes to source and qualify leads.
● Guide customers through the loan application journey — collecting KYC, income documents, and bank
statements.
● Perform preliminary credit assessment: read and interpret bureau (CIBIL/Experian) reports, analyze bank
statements for average balance and bounces, and assess income and repayment capacity for both salaried
and self-employed applicants.
● Coordinate with the credit and operations teams to ensure smooth loan processing, from login through to
disbursement.
● Maintain daily and weekly lead and conversion trackers, and report pipeline status to the reporting manager.
● Stay current on residential solar scheme guidelines (e.g., PM Surya Ghar subsidy structure) to confidently
address customer questions.
● Consistently meet or exceed monthly login and disbursement targets.