Lead Generation: Find potential clients through field visits, cold calling, bank databases, or digital leads.
Customer Consultation: Understand client financial needs and explain loan terms, interest rates, equated monthly installments (EMIs), and eligibility criteria.
Application Processing: Collect, verify, and organize mandatory KYC documents, income proofs, and bank statements. Team Coordination: Work closely with credit, operations, and risk management teams to ensure fast approvals and proper loan disbursement.
Target Achievement: Meet or exceed individual sales goals, tracking metrics and reporting daily activities to management.