Sell Personal Loan (PL) and Overdraft (OD) products
Generate new leads through field work, tele-calling, and references
Explain loan products, interest rates, and process to customers
Collect KYC and income documents and complete file login
Coordinate with banks/NBFCs for loan processing and disbursement
Achieve monthly sales targets
Maintain daily sales reports and customer follow-ups
Build and maintain strong customer relationships