1. Client Meetings:
- Meet with prospective clients (In office) to discuss and understand their financial needs.
- Effectively communicate the details and intricacies of our loan and product offerings.
2. Documentation and System Entry:
- Collect all necessary information and documentation from clients.
- Ensure accurate and timely entry of client details into the system.
3. Query Handling:
- Address queries from both customers and the Credit team.
- Oversee the entire process from file login to disbursement, ensuring a smooth and efficient workflow.
4. Business Development:
- Collaborate with Relationship Channels to create avenues for business inflow.
- Participate in various campaigns and marketing activities to enhance brand visibility.
- Support Relationship Channels as required.
5. Achieving Business Targets:
- Meet allocated business targets based on assigned parameters.
- Utilize leads generated through the Contact Center, Consultants, marketing activities, and natural market/referrals.
