Handle sales and customer acquisition for Home Loans, Personal Loans, Business Loans, and Insurance Policies.
Generate leads through calling, references, field visits, and other sources.
Understand customer financial requirements and suggest suitable products.
Coordinate with customers and internal teams for document collection and application processing.
Follow up on leads, applications, and pending documentation.
Achieve monthly sales and business targets.
Maintain strong relationships with existing and prospective customers.
Ensure proper customer service and timely resolution of queries.