Key Responsibilities:
Generate leads for personal loan products through calling, online leads, references, and other channels.
Contact potential customers and understand their loan requirements and eligibility.
Explain personal loan features, interest rates, tenure, documentation, and other relevant details to customers.
Follow up with leads and assist customers throughout the loan application process.
Collect and verify required customer documents such as PAN, Aadhaar, salary slips, bank statements, etc.
Coordinate with banks/NBFCs and internal teams for loan processing and approval.
Maintain regular follow-ups until loan disbursement.
Achieve assigned monthly sales/disbursement targets.
Maintain accurate records of leads, applications, follow-ups, approvals,



and disbursements.
Build valuable relationships with customers and generate repeat/referral business.
Ensure all customer interactions and documentation follow company policies and applicable regulations.

Skills Required
Valuable communication and convincing skills
Comfortable with outbound calling
Basic understanding of personal loans and financial products
Positive follow-up and negotiation skills
Target-oriented approach
Basic knowledge of Excel/CRM
Ability to handle customer queries and objections

📌 Business Development Executive Bde Lucknow (India)
🏢 FinCrif India
📍 India