Generate leads for Home Loan / Personal Loan / Business Loan through field visits, cold calls, and market mapping.
Visit customers, explain loan products, eligibility criteria, and documentation requirements.
Collect required documents from customers and coordinate with backend/credit team for file processing.
Maintain healthy relationships with customers and ensure timely follow-ups.
Achieve monthly sales targets set by the company.
Build a strong network with builders, shop owners, real estate agents, and local market for business sourcing.
Provide accurate information about interest rates, processing fees, loan terms, etc.
Maintain proper records of client interactions, leads, and status updates.
Handle customer queries professionally and ensure high conversion rates.