Key Responsibilities 1. Lead Generation - Generate fresh loan enquiries through outbound cold calling.
Re-engage existing and inactive leads.
Generate referrals from existing customers.
Identify prospects for cross-selling and up-selling.
Maintain a healthy daily sales pipeline. 2.

Customer

Consultation - Understand customer financial requirements.
Explain suitable loan products.
Educate customers regarding eligibility criteria.
Explain documentation requirements.
Build trust through transparent communication. 3.

Sales

Conversion - Convert enquiries into qualified leads.
Follow up consistently until closure.
Handle customer objections professionally.
Maximize login-to-disbursement conversion.
Documentation - Collect complete customer documentation.




Verify preliminary eligibility.
Ensure documentation accuracy.
Submit complete files to Operations. 5.

Coordination Coordinate regularly with
Team Leaders - Operations Team - Customers until final disbursement. 6.

Customer

Experience - Respond professionally.
Maintain regular communication.
Resolve basic customer queries.
Ensure timely updates.
Build long-term relationships.
Daily Performance Expectations Skills Required - Excellent communication skills.
Solid negotiation ability.
Persuasive selling skills.
Customer handling.
Relationship building.

📌 Loan Advisor New Delhi
🏢 Money 2 Go (OPC) Private
📍 New Delhi