Role & responsibilities

. Key Responsibilities

A. Sales & Business Development
Source customers for Recent Car loans & Pre Owned Car Loans.
Build and maintain solid relations with dealers, DSA, Brokers, and local influencers.
Achieve monthly sales targets for loan disbursement.
Conduct field visits to identify current 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.

📌 Vehicle Loans Trainee Kollam
🏢 Mahindra Finance
📍 Kollam