- Generate leads and promote cross-selling of Personal Loan (PL) and Business Loan (BL) products to existing and current customers.
- Understand customer requirements and recommend suitable financial products.
- Achieve monthly sales and revenue targets.
- Coordinate with the operations team to ensure smooth processing of loan applications.
- Verify customer documents and maintain accurate records.
- Handle cashier responsibilities, including cash collection, receipt generation, cash reconciliation, and maintaining daily cash reports.
- Provide excellent customer service and resolve customer queries.
- Follow company policies, compliance guidelines, and banking procedures.
- Prepare daily MIS reports and update customer information in the s