- Generate current leads and acquire customers for mobility/vehicle loan products.
- Visit customers, dealers, and market locations to generate business opportunities.
- Develop and maintain relationships with vehicle dealers, customers, and channel partners.
- Explain loan products, eligibility criteria, interest rates, repayment terms, and documentation requirements to customers.
- Collect and verify customer KYC and loan-related documents.
- Coordinate with credit, operations, and other internal teams for timely processing of loan applications.
- Follow up with customers from lead generation to loan disbursement.
- Ensure proper documentation and adherence to the bank's policies and processes.
- Conduct field visits and customer interactions as required.
- Maintain regular follow-up on pending applications and documentation.
- Achieve assigned monthly sourcing, disbursement, and portfolio targets.
- Ensure quality sourcing and minimize delinquency through proper customer assessment and follow-up.
- Maintain accurate records of leads, applications, approvals, and disbursements.