Key Responsibilities1.

Client

Approach & Lead GenerationIdentify and approach potential customers through field visits, phone calls, references, digital leads, and local market activities . Generate new leads for Business Loans, Home Loans, and Personal Loans. Visit businesses, offices, shops, housing projects, and individual customers to identify loan requirements.

Explain loan products, eligibility criteria, documentation requirements, and approximate loan options to customers. Build a robust pipeline of prospective customers. 2.

Customer

HandlingUnderstand the customer's financial requirements and recommend appropriate loan products. Maintain regular communication with prospective customers. Follow up with customers regarding documents, application status, verification, and other requirements. Provide a professional customer experience throughout the loan process.

- Loan Application & ProcessingCollect required customer information and documents. Coordinate with the credit/operations team for application processing. Ensure accurate submission of customer documents and information.



Follow up with internal teams for approval and disbursement. Keep customers updated about the status of their application.
- Sales & Target AchievementAchieve monthly and quarterly lead generation, sanction, and disbursement targets . Develop current customer and referral networks. Identify opportunities for cross-selling other financial products. Maintain daily/weekly sales activity reports. 5.

Relationship

ManagementDevelop long-term relationships with existing and prospective customers. Generate referrals from existing customers and business contacts. Maintain a database of leads, prospects, and customers. Provide post-sales support and maintain customer relationships.

Loan ProductsThe candidate will primarily work on: Business Loans – Working Capital, Business Expansion, MSME/Business Finance Home Loans – Purchase, Construction, Home Improvement/Transfer Personal Loans – Personal Financial Requirements, Debt Consolidation, etc.

📌 Business Development Executive (BDE) (Bhubaneswar)
🏢 Rk Finflow Private
📍 Bhubaneswar