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.
Documentation and System Entry:
Collect all necessary information and documentation from clients.
Ensure accurate and timely entry of client details into the system.
Query Handling:
Address queries from both customers and the Credit team.
Oversee the entire process from file login to disbursement, ensuring a smooth and effective
workflow.
Business Development:
Collaborate with Relationship Channels to create avenues for business inflow.
Participate in various campaigns and marketing activities to enhance brand visibility
Key Responsibilities:
Client Meetings
Documentation and system Entry
Query Handling
Business Development
Achieve Business Targets
📌 Customer Experience Manager New Delhi
🏢 Auxilo
📍 New Delhi
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