Job Summary

Responsible for generating personal loan leads, understanding customer financial requirements, explaining suitable loan options, and coordinating the application process from initial enquiry to disbursement.

Key Responsibilities

- Generate leads through customer references, telecalling, digital channels, and business networks.
- Contact prospective customers and understand their loan requirements.
- Explain eligibility criteria, documentation requirements, interest rates, and applicable charges accurately.
- Collect customer consent and coordinate the collection of required documents.
- Conduct preliminary eligibility checks before initiating an application.
- Coordinate with banks, NBFCs, and lending partners for login, approval, and disbursement.
- Follow up on pending applications and keep customers informed about application status.
- Maintain daily lead,



login, approval, and disbursement reports.
- Achieve assigned sales targets while maintaining service quality and ethical sales practices.

Required Skills

- Positive communication and customer-handling skills.
- Basic knowledge of personal loans and financial products.
- Lead management and follow-up skills.
- Basic computer, spreadsheet, and CRM/HRMS knowledge.
- Professional conduct and attention to detail.

Performance Indicators (KPIs)

- Qualified leads generated.
- Application login conversion.
- Approval and disbursement conversion.
- Customer satisfaction and referral generation.
- Documentation accuracy and policy compliance.

📌 Financial Advisor (Bengaluru)
🏢 Ayaan Financial Services
📍 Bengaluru