Explain loan products, eligibility criteria, repayment schedules and applicable terms to customers.
Identify potential customers and support customer acquisition.
Collect and verify customer documents as per company KYC and internal requirements.
Assist customers with loan application and documentation processes.
Coordinate with Credit, Operations and Branch teams for loan processing and disbursement.
Conduct customer visits and preliminary verification as required.
Maintain regular communication with existing customers and provide post-loan service.
Follow up with customers regarding EMI payments and overdue accounts.
Support collection and recovery activities as per company policies and fair-practice guidelines.
Maintain accurate customer records, daily activity reports and MIS.
Develop relationships with customers and generate repeat business/referrals.
Achieve assigned business, sales and collection targets.
Ensure compliance with company policies, KYC requirements and operational procedures.