Core Responsibilities

- Customer Acquisition: Identify and engage potential clients through direct outreach, branch walk-ins, or channel partners like DSAs (Direct Selling Agents). [1, 2, 3]
- Needs Assessment: Evaluate customer financial requirements to pitch appropriate unsecured or secured loan options. [1, 2]
- Application Processing: Collect essential documentation (KYC, income proofs), check initial eligibility, and coordinate with underwriting or credit teams. [1, 2]
- Target Achievement: Meet or exceed monthly and quarterly volume, revenue, and profitability quotas. [1, 2]
- Cross-Selling: Recommend ancillary financial offerings like credit cards, insurance, or other retail banking products. [1, 2]
- Relationship Management: Maintain ongoing communication with clients to encourage repeat business or referrals. [1]

✅ Key Skills & Qualifications

- Education: A bachelor’s degree in finance,



business, marketing, or a related field (frequently preferred, though high school diplomas with solid sales backgrounds are common for entry-level roles).
- Experience: 1 to 5 years of proven experience in banking, non-banking financial companies (NBFCs), or financial services sales.
- Communication: Exceptional interpersonal and negotiation skills to build rapport and explain complex lending terms clearly.
- Technical Literacy: Familiarity with CRM software, internal banking portals, and loan origination systems.
- Compliance Knowledge: Basic understanding of regulatory frameworks and guidelines set by bodies like the RBI (Reserve Bank of India). [1, 2, 3, 4, 5, 6, 7]

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