• Coordinate and manage the end-to-end process for Loan and Credit Card sales.
• Handle client queries and maintain long-term customer relationships.
• Coordinate with internal teams, sales executives, and banking partners for smooth operations.
• Monitor application status and ensure timely processing and disbursement.
• Guide and support the sales team to achieve business targets.
• Maintain proper documentation and ensure compliance with bank policies.
• Prepare daily, weekly, and monthly MIS reports.
• Resolve operational issues and provide quick solutions to clients and team members.
• Track project progress and ensure timely completion of assigned tasks.
• Maintain data accuracy and update CRM systems regularly.
• Build and maintain relationships with multiple banks and financial institutions.