- Lead Generation & Sourcing: Find recent borrowers through open-market field visits, direct sales, or channel partners
- Client Consultation: Explain loan terms, interest rates, repayment schedules, and fees to prospects
- Document Verification: Collect and verify income proofs, tax returns, bank statements, and credit reports
- File Processing & Coordination: Submit applications to underwriting and coordinate with operations for sanctions and loan disbursement
- Target Achievement: Meet monthly and quarterly targets for loan volume, cross-selling, and portfolio growth