Key Responsibilities:
1. Sales & Business Development
€¢ Identify, acquire, and convert prospective customers for personal/ business/ home loans/ LAP products.
€¢ Conduct market research to generate leads through field visits, digital channels, referrals, and partnerships.
€¢ Present loan options and product features to customers with complete clarity and professionalism.
€¢ Achieve monthly and quarterly sales targets across loan categories.
2. Customer Relationship Management
€¢ Build and maintain long-term relationships with customers to ensure repeat business and referrals.
€¢ Provide end-to-end support from lead generation to loan disbursal.
€¢ Assist customers with documentation, eligibility checks, and application submission.
3. Loan Processing & Disbursal Support:
€¢ Coordinate with underwriting, credit, and operations teams to ensure fast and smooth loan processing.
€¢ Verify customer documents as per KYC norms and internal policies.
€¢ Proactively follow up on loan applications to ensure timely approval and disbursal.
€¢ Troubleshoot issues related to loan applications, credit checks, and document discrepancies