- Visit customers and potential clients in assigned locations to generate loan leads.
- Promote and explain various loan products, including Home Loans, Personal Loans, Business Loans, and Vehicle Loans.
- Identify eligible customers and understand their financial requirements.
- Assist customers with loan application forms and required documentation.
- Collect and verify customer documents from the field.
- Conduct customer meetings and follow up regularly on loan applications.
- Coordinate with banks, NBFCs, and internal processing teams for loan approvals.
- Track loan applications until approval and disbursement.
- Build and maintain relationships with customers, real estate agents, builders, dealers, and other referral partners.
- Generate new business through field visits and referral networks.
- Achieve assigned monthly targets for loan applications and disbursements.
- Provide regular updates and field visit reports to the reporting manager.
- Ensure excellent customer service throughout the loan application and disbursement process.
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
Experience:
- Loan: 2 years (Preferred)
Willingness to travel:
Work Location: In person
