Loan Consultant / Financial Services Consultant
Assisted customers with Personal Loan and Overdraft (OD) products based on their financial requirements.
Evaluated customer eligibility by reviewing income documents, bank statements, credit reports, and other financial records.
Guided customers through the complete loan application and documentation process.
Coordinated with banks and internal teams for loan processing, verification, approval, and disbursement.
Followed up with customers to ensure timely submission of documents and smooth completion of the loan process.
Maintained strong customer relationships by providing accurate financial information and resolving queries promptly.
Achieved monthly business targets through customer acquisition and conversion.
Ensured compliance with company policies and banking guidelines during loan processing.