Job Description-Business Development Associate (BDA)-DSA Loans
BDA is responsible for acquiring new customers, sourcing loan applications, and achieving sales targets for loan products such as Home Loan, Loan Against Property (Mortgage Loan ) Personal Loan, Business Loan,Vehical Loan (Car Loan ) & Education Loan in the market.
Key Responsibilities:-
- Lead Generation & Sourcing : Identifying & Proactively sourcing of potential customers through field visits, cold calling, referrals, open market sourcing, and branches.
- Loan Product Pitching & Sales : Explain various loan products, interest rates, fees, and features to potential customers.
- Documentation & Processing: Collecting,verifying,and managing the KYC documents, income proofs and ensure KYC compliance.
- Customer Relationship Management: Build and maintain strong relationships with the clients to ensure high customer satisfaction and potential renewals or referrals.
- Channel Partner Management: Coordinate with empanelled Direct Selling Agents (DSAs),
connectors & Private & Govt Banks in the market to boost loan origination.
- Target Achievement: Meeting daily,monthly,and quarterly sales targets regarding the number of loan files and disbursed amount
- Sales Reporting: Maintain and submit daily sales & activity reports (DSAR) in the prescribed format.
Requirement & Skills: -
- Education: Minimum Graduate
- Experience: Minimum 0-3 years in loan sales, financial products
- Skills: Robust communication,negotiation,and interpersonal skills
- Attributes: Target -oriented mindset, ability to work under pressure, and willingness to travel for field work
Compensation & Growth opportunities:-
- Structure: Fixed salary +incentives per successful loan disbursal as per the threshold limit
- Career Path: Opportunities for growth to roles like Business Development Manager or Sales ManagerRole & responsibilities
Preferred candidate profile
📌 Business Development Associate (Goa)
🏢 Lokmanya Society
📍 Goa
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