Ø Generate new business through sales, referrals, networking, digital channels, and strategic partnerships.
Ø Identify customer financial needs, acquire new clients, and recommend suitable loan products based on eligibility and credit profile.
Ø Promote and sell financial products, including Home Loan, Personal Loan, Business Loan, Vehicle Loan, MSME Loan, and other loan solutions.
Ø Guide customers through the loan process by explaining product features, eligibility, interest rates, EMI, documentation, and repayment options.
Ø Manage the sales pipeline by qualifying leads, maintaining CRM records, following up with prospects, and ensuring successful loan disbursements.
Ø Coordinate with internal teams, banks, and NBFCs to ensure accurate documentation, smooth loan processing, timely approvals, and disbursements.
Ø Build and maintain strong relationships with customers, referral partners, and financial institutions while delivering excellent pre- and post-disbursement support.
Ø Achieve sales, revenue, customer acquisition, and loan disbursement targets while driving cross-selling and repeat business.
Ø Stay updated on market trends, competitor activities, lending policies, interest rates, and regulatory changes to provide accurate financial guidance.
Ø Ensure compliance with company policies, KYC/AML regulations, lender guidelines, and ethical standards while maintaining customer confidentiality and service excellence.