01Key Responsibilities
Customer Acquisition & Lead Generation
- Identify and approach potential customers for Home Loans, Personal Loans, and Business Loans through field visits, references, and lead generation activities.
- Explain loan products, features, eligibility criteria, and documentation requirements to prospective clients.
Loan Processing & Documentation
- Assist customers in completing loan applications and collecting all necessary documentation.
- Coordinate with internal credit and operations teams for quick processing and disbursement.
Sales Target Achievement
- Achieve monthly and quarterly sales targets for all loan products.
- Actively cross-sell other financial products such as insurance and credit cards where applicable.
Customer Relationship Management
- Provide after-sales service to ensure customer satisfaction and retention.
- Maintain long-term client relationships for repeat business and referrals.
Key Skills & Competencies:
- Strong communication and interpersonal skills
- Target-driven mindset with persuasive selling skills
- Customer-first approach
- Knowledge of Home Loans and other retail lending products
- Basic computer skills (MS Office, email, CRM tools) .
