Key Responsibilities
Assist the Regional Sales Manager in managing prospective and existing SME customers.
Coordinate meetings with customers, lenders, channel partners, and internal stakeholders.
Collect KYC, financial, business, and operational documents from customers.
Verify completeness and accuracy of documentation before submission.
Maintain digital and physical records of customer files.
Coordinate document deficiency closure with customers.
Maintain and update customer pipeline and lead management trackers.
Support business sourcing activities by coordinating with field sales teams and channel partners.
Maintain MIS for management review.
Complete loan login formalities as per lender requirements.
Coordinate with credit, operations, and underwriting teams.
Track loan status from login till sanction and disbursement.
Ensure TAT adherence for each login.
Escalate pending cases and documentation gaps to the RLM.
Ensure customer/platform user on-boarding and tagging
Track customer onboarding status and provide regular updates to RLM.
Ensure timely closure of customer queries and requests.