Role & responsibilities

1. Sales Target Achievement:
• Meet or exceed the monthly sales targets in terms of Value and number of files.
• Identify and approach potential customers for secured loans.

2. Lead Generation and Development:
• Generate leads through door-to-door campaigns, local marketing activities, and customer referrals.
• Build and maintain a healthy sales pipeline using CRM tools.

3. Customer Engagement:
• Explain loan products, terms, and perks to prospective customers.
• Address customer concerns, handle objections, and provide customized loan solutions.
• Ensure high-quality customer service throughout the sales cycle.

4. Loan Documentation and Processing:




• Assist customers in completing loan applications and collecting required KYC documents.
• Conduct preliminary checks to ensure document authenticity and completeness.

5. Collections and Customer Retention:
• Educate customers about repayment schedules and terms.
• Follow up with overdue customers to ensure timely repayments & also educate them.
• Maintain positive relationships to encourage repeat business and referrals.

6. Compliance and Ethics:
• Adhere to all regulatory requirements (KYC, AML) and company policies.
• Ensure ethical selling practices to protect the companys reputation.

📌 Sr. Relationship Officer, Asst. Branch Sales Manager (Nashik)
🏢 Finova Capital
📍 Nashik