*Needs Analysis: Understand customer financial needs and profile them for appropriate loan solutions.
*Application & Documentation: Guide customers through digital applications and collect necessary KYC/income documents (Aadhaar, PAN, bank statements etc).
*CRM & Reporting: Maintain accurate records of all calls, customer interactions, and follow-ups in the CRM system.
*Coordination: Liaise with credit, operations, and sales teams for smooth loan processing.
*Compliance: Adhere to all RBI and NBFC guidelines during customer interactions.