Prospecting & Lead Generation:
Identify potential clients and generate leads through various channels.
Client Needs Assessment:
Engage with prospective clients to understand their financial needs and eligibility for loans.
Product Recommendation:
Advise on and recommend appropriate loan products based on client needs and financial situations.
Application Management:
Guide clients through the loan application process, collect and verify documents, and ensure timely and accurate submission.
Relationship Management:
Build and maintain strong relationships with clients and potential referral sources, such as real estate agents.
Sales Target Achievement:
Consistently meet or exceed assigned sales targets to drive revenue and company growth.