- 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 advantages 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.