Identify and source potential SMEs and business owners requiring unsecured business loans.
Generate leads through field visits, referrals, cold calling, digital outreach, and networking events.
Build and maintain a strong sales pipeline.
Understand client business models, financial health, and funding requirements.
Present suitable loan products, eligibility criteria, and repayment structures.
Maintain strong client relationships to encourage repeat business and referrals.
Conduct preliminary assessments (KYC, income checks, bank statement analysis, etc.).
Coordinate with credit and underwriting teams for approvals.
Ensure timely submission of documents, application tracking, and loan disbursement.
Achieve monthly and quarterly sales targets.