Generate leads for Personal Loans and Overdraft facilities through various channels.
Contact potential customers through phone calls, field visits, references, and other sources.
Understand customers' financial requirements and recommend suitable loan/OD products.
Explain interest rates, loan amounts, repayment terms, eligibility criteria, fees, and other product features.
Collect and verify customer documents required for loan processing.
Assist customers throughout the application and approval process.
Coordinate with credit, operations, verification, and other internal teams.
Follow up on pending applications, documentation, and disbursements.
Maintain regular contact with existing and prospective customers.
Achieve monthly sales and disbursement targets.
Maintain accurate records of leads, applications, approvals, and disbursements.