Role & responsibilities
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.
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.
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.
Loan Documentation and Processing:
Assist customers in completing loan applications and collecting required KYC documents.




Conduct preliminary checks to ensure document authenticity and completeness.
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.
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 (India)
🏢 Finova Capital
📍 India