Client Acquisition: Generate leads through cold calling, field visits, open market networking, and referrals to build a robust sales pipeline.
Needs Assessment: Analyze the customer's financial situation to recommend the most appropriate loan products and terms.
Application Processing: Assist clients with the paperwork, including verifying KYC documents, bank statements, and income proofs, before submitting files to the underwriting team.
Target Achievement: Consistently meet or exceed monthly and quarterly sales quotas.
Relationship Management: Maintain ongoing communication with clients, addressing their queries and building long-term trust.
Compliance: Ensure all activities strictly adhere to regulatory guidelines and internal lending policies.