1. Generate leads through field visits, calls, and referrals for loans, mutual funds, insurance & stock market investment products.
2. Meet clients in the assigned area, understand their financial needs, and pitch suitable solutions.
3. Handle documentation, KYC, and coordinate with internal teams for loan/investment processing.
4. Maintain daily sales reports, follow-ups, and update the CRM regularly.
5. Achieve monthly client acquisition & revenue targets while ensuring strong customer relationships.