Sales and Business Development:
- Identify and target potential customers in the qualified segment (doctors, CA, lawyers, architects, etc.).
- Develop and execute a robust sales strategy to achieve monthly, quarterly, and annual targets.
- Build relationships with professional associations, referral partners, and key stakeholders to source leads.
- Conduct market research to identify trends, competitor activities, and opportunities for growth.
2. Customer Relationship Management:
- Understand customer requirements and offer tailored financial solutions.
- Build and maintain long-term relationships with existing clients to ensure repeat business and referrals.
- Ensure high levels of customer satisfaction by delivering prompt and professional service.
3. Portfolio and Risk Management:
- Evaluate and analyze customer financials to assess creditworthiness.
- Ensure loan proposals adhere to company policies and regulatory norms.
- Monitor portfolio performance to identify and mitigate risks.
4. Team Collaboration:
- Work closely with credit and operations teams to ensure smooth loan processing and disbursement.
- Provide training and support to sales staff, if applicable, to enhance productivity.
5. Reporting and Documentation:
- Maintain accurate records of leads, sales, and customer interactions in CRM systems.
- Prepare and submit regular sales reports to management.