Identifying potential customers in underserved, rural, or low-income areas and explaining MFI products (loans, micro-insurance).
- Client Training &
- Literacy:
Conducting group training sessions (e.g., Continuous Group Training - CGT) to educate clients on group liability, interest rates, and loan terms.
- KYC &
- Credit Evaluation:
Collecting Know Your Customer (KYC) documents, verifying applicant details, and conducting background checks on creditworthiness.
- Loan Disbursement &
- Collection:
Assisting in the loan application and disbursement process, and collecting weekly or monthly installments through center meetings.
- Repayment Follow-ups: Proactively monitoring loan utilization and following up with clients for timely EMI repayments, often visiting them at their homes or businesses.