- Client Consultation: Meet clients to discuss financial needs and explain loan types, interest rates, and repayment terms.
- Application Processing: Collect and review financial documents like tax returns, bank statements, and ID proofs.
- Risk Assessment: Analyze credit scores and financial histories to verify loan eligibility.
- Sales and Sourcing: Generate current leads and meet institutional sales targets for loan products.
- Documentation & Closing: Finalize contracts, coordinate sign-offs, and process loan disbursements.