Sourcing & Lead Generation Identify and acquire new MSME customers through Direct Acquisition using field visits, telecalling references, micro-marketing activity and market research. Build a strong local market presence to generate a steady pipeline of secured LAP business leads and disbursement. Build a profitable customer pool of 25 MSME customers as a Key Account Manager (KAM) and manage the entire customer life cycle for any service queries, renewals, top ups, SOA etc.
• File Login & Application Processing Collect accurate customer documentation and ensure timely login of loan applications. Guide customers through eligibility and documentation, ensuring compliance with internal policies.
• Cross-functional Collaboration Coordinate with Credit, Risk, Operations, and Legal, Technical teams for smooth file processing and issue resolution. Act as the single point of contact for internal follow-ups and ensure end-to-end loan application execution.
• Disbursement & post-sales follow-Up Track loan application status and facilitate timely disbursement by resolving process delays. Explain disbursement terms and support clients with post-loan queries and servicing needs