Key Responsibilities • Generate leads through field visits, referrals, and local market activities.
Identify potential customers requiring Mortgage Loan Against Property.
Assist Relationship Managers in customer acquisition and sales activities.
Conduct customer meetings and explain product features, eligibility, and documentation requirements.
Collect and verify customer documents for loan processing.
Coordinate with credit, operations, and sales teams to ensure timely loan processing.
Maintain regular follow-ups with prospective customers until loan disbursement.
Build and maintain relationships with customers, channel partners, and referral sources.
Update daily sales activities, leads, and customer interactions in the CRM system.
Ensure compliance with company policies and regulatory guidelines.