- Visit customers and potential clients in assigned locations to generate loan leads.

- Promote and explain various loan products, including Home Loans, Personal Loans, Business Loans, and Vehicle Loans.

- Identify eligible customers and understand their financial requirements.

- Assist customers with loan application forms and required documentation.

- Collect and verify customer documents from the field.

- Conduct customer meetings and follow up regularly on loan applications.

- Coordinate with banks, NBFCs, and internal processing teams for loan approvals.

- Track loan applications until approval and disbursement.

- Build and maintain relationships with customers, real estate agents, builders, dealers, and other referral partners.





- Generate recent business through field visits and referral networks.

- Achieve assigned monthly targets for loan applications and disbursements.

- Provide regular updates and field visit reports to the reporting manager.

- Ensure excellent customer service throughout the loan application and disbursement process.

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits

- Health insurance

Experience

- Loan: 2 years (Preferred)

Willingness to travel

- 100% (Preferred)

Work Location: In person

📌 Loan Officer-Field (Chennai)
🏢 Jobbycart technologies private
📍 Chennai