Key Responsibilities

- Acquire recent customers for Professional Loan products through direct sourcing and referrals.
- Develop and maintain relationships with doctors, CAs, architects, dentists, consultants, and other eligible professionals.
- Generate leads through market mapping, networking, channel partners, DSAs, and existing customer references.
- Understand customer financial requirements and recommend suitable loan solutions.
- Achieve monthly, quarterly, and annual sales targets for loan disbursements.
- Coordinate with credit, operations, legal, and underwriting teams to ensure timely processing and disbursement.
- Conduct preliminary credit assessments and collect all required documentation.
- Ensure compliance with internal policies, KYC, and regulatory guidelines.
- Maintain accurate records of customer interactions and sales activities in the CRM system.
- Build long-term customer relationships to drive repeat business and cross-selling opportunities.
- Monitor market trends, competitor offerings, and customer feedback to identify business opportunities.
- Ensure high levels of customer satisfaction throughout the loan lifecycle.

📌 RSM-Professional Loans (Chennai)
🏢 Financial services
📍 Chennai