Drive Personal Loan & Business Loan business through direct sourcing, DSAs, channel partners, referrals, and customer networks while managing cases from lead generation to disbursement.
Key Responsibilities
* Generate and convert Personal & Business Loan leads.
* Develop relationships with DSAs, channel partners, bankers, and customers.
* Coordinate with bankers, credit, operations, and lending partners for smooth case processing.
* Manage the complete loan cycle from lead generation, login, documentation, sanction to disbursement.
* Assess basic customer income/business profiles and loan eligibility.
* Develop current sourcing channels and expand the DSA/channel partner network.
* Monitor pending cases, follow-ups, pipeline, and maintain accurate MIS.
Performance Criteria
* Achievement of assigned monthly and quarterly Personal & Business Loan targets.
* Consistent target achievement, disbursement, and revenue contribution.
* Lead-to-login and login-to-disbursement conversion.
* Acquisition and activation of new DSA and channel partners.
* Case quality, turnaround time, documentation accuracy, and follow-up efficiency.
* Timely MIS reporting and adherence to business processes.