A. Sales & Business Development
- Source customers for Recent Car loans & Pre Owned Car Loans.
- Build and maintain strong relations with dealers, DSA, Brokers, and local influencers.
- Achieve monthly sales targets for loan disbursement.
- Conduct field visits to identify new business opportunities.
B. Customer Handling
- Understand customer needs and recommend suitable loan products.
- Explain loan terms, interest rates, EMI plans, and documentation requirements.
- Assist customers in application filling and ensure end-to-end support.
C. Documentation & Verification
- Collect and verify customer KYC, income proof, bank statements, and other required documents.
- Ensure accuracy and compliance as per company policies.
- Coordinate with credit and operations teams for file processing.
D. Loan Processing
- Submit cases for credit approval and follow up until disbursal.
- Update tracking sheets or CRM systems with real-time loan status.
- Resolve discrepancies and support verification officers during field investigations.
E. Post-Disbursement Support
- Ensure onboarding and welcome call completion.
- Coordinate with customers for repayment-related queries.
- Assist in overdue follow-ups when required.