- Generate Leads: Identify and develop potential customers interested in financing construction equipment.
- Customer Engagement: Understand customer requirements and offer suitable loan products tailored to their needs.
- Sales Target Achievement: Consistently achieve or exceed monthly and quarterly loan disbursal targets.
- Documentation & Compliance: Ensure accurate and complete loan documentation in line with internal policies and regulatory requirements.
- Relationship Management: Build and maintain solid relationships with dealers, vendors, and existing customers to encourage repeat and referral business.
- Market Intelligence: Monitor market trends, competitor offerings, and industry developments to better serve and advise customers.
- Coordination: Collaborate with internal teams including credit, operations, and legal to ensure smooth and timely loan processing.
- Reporting: Maintain accurate records of sales activity, customer interactions, and loan pipeline status for regular reporting.
Skills: Customer Relationship, Lead Generation, Loan Documentation, Field Sales