Find New Leads: Look for customers through cold calls, field visits, digital leads, and referrals.
Pitch Products: Explain loan features, interest rates, repayment tenure, and EMI amounts to clients.
Collect Documents: Gather KYC papers, salary slips, bank statements, and application forms.
Teamwork: Work with the credit and operations teams to process files quickly.
Meet Goals: Achieve monthly targets for login files, approvals, and total loan disbursements. [1, 2, 3]