- Generate leads for Business Loans, Personal Loans, Purchase Loans & Overdraft facilities.
- Visit potential customers and businesses to understand their financial requirements.
- Explain suitable loan products, eligibility criteria, and documentation requirements.
- Develop and maintain relationships with customers and business owners.
- Collect required documents and coordinate with the internal loan processing team.
- Follow up with leads until the loan application is processed.
- Achieve monthly lead generation and business targets.
- Conduct field visits and market research to identify current customer opportunities.
Requirements:
- Experience in loan/finance field marketing or sales preferred.
- Good communication and convincing skills.
- Willingness to travel for field visits.
- Target-oriented and self-motivated.
- Two-wheeler with valid driving licence preferred.
- Freshers may be considered depending on the role.