Handle customer calls and follow up for required documents.
Coordinate with banks/NBFCs regarding application status, login, sanction, and disbursement.
Maintain accurate records of leads, applications, documents, and case status.
Ensure timely collection and submission of customer documents.
Follow up with customers for pending documents and formalities.
Coordinate with credit, operations, and banking teams for smooth case processing.
Prepare daily/weekly sales and case-status reports.
Track cases from login → processing → sanction → disbursement.
Maintain proper communication with customers and sales executives.
Resolve basic customer queries and escalate issues when required.