- Sales Person Roles & Responsibilities in NBFC
- Customer Acquisition
- Identify and approach current customers who need loans.
- Generate leads through field visits, references, calls, and local contacts.
- Loan Product Explanation
- Explain the company's loan products, eligibility, interest rates, tenure, and repayment terms to customers.
- Lead Conversion
- Follow up with interested customers and convert leads into successful loan applications.
- Customer Eligibility Check
- Collect basic customer and business/income information to understand their loan eligibility.
- Document Collection
- Collect required documents such as PAN, Aadhaar, bank statements, income/business proofs, and other KYC documents.
- Application Processing
- Ensure the loan application and documents are complete and submit them to the concerned team for further processing.
- Coordination with Internal Teams




- Coordinate with Credit, Operations, Verification, and Collection teams for smooth loan processing and disbursement.
- Customer Relationship Management
- Maintain good relationships with existing and new customers and handle their queries professionally.
- Achieve Sales Targets
- Meet monthly/weekly targets related to leads, applications, disbursements, and business volume.
- Market & Competitor Information
- Understand local market conditions and competitor loan products to improve sales.
- Follow-up
- Regularly follow up with customers until the loan is approved and disbursed.
- Compliance
- Follow the company's policies, KYC requirements, RBI guidelines, and ethical sales practices.

📌 Relationship Manager (Hosur)
🏢 Radian Finserv
📍 Hosur