Key Responsibilities
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.
Customer Consultation
Understand customer financial requirements.
Explain suitable loan products.
Educate customers regarding eligibility criteria.
Explain documentation requirements.
Build trust through transparent communication.
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.
Coordination

Coordinate regularly with:
Team Leaders
Operations Team
Customers

until final disbursement.
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.
Robust negotiation ability.
Persuasive selling skills.
Customer handling.
Relationship building.

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