Sales Person Roles & Responsibilities in NBFC
Customer Acquisition
Identify and approach recent customers who need loans.
Generate leads through field visits, references, calls, and local contacts.
Loan Product Explanation
Explain the company's loan products, eligibility, interest rates, tenure, and repayment terms to customers.
Lead Conversion
Follow up with interested customers and convert leads into successful loan applications.
Customer Eligibility Check
Collect basic customer and business/income information to understand their loan eligibility.
Document Collection
Collect required documents such as PAN, Aadhaar, bank statements, income/business proofs, and other KYC documents.
Application Processing
Ensure the loan application and documents are complete and submit them to the concerned team for further processing.
Coordination with Internal Teams




Coordinate with Credit, Operations, Verification, and Collection teams for smooth loan processing and disbursement.
Customer Relationship Management
Maintain positive relationships with existing and recent customers and handle their queries professionally.
Achieve Sales Targets
Meet monthly/weekly targets related to leads, applications, disbursements, and business volume.
Market & Competitor Information
Understand local market conditions and competitor loan products to improve sales.
Follow-up
Regularly follow up with customers until the loan is approved and disbursed.
Compliance
Follow the company's policies, KYC requirements, RBI guidelines, and ethical sales practices.

📌 Relationship Manager Hosur
🏢 Radian Finserv
📍 Hosur