- Manage relationships with contractors, fleet owners, and SME customers
- Act as the primary point of contact for customer queries and servicing
- Build solid engagement to drive repeat business and referrals
2. Deal Processing & Documentation
- Collect and verify customer documents and application details
- Ensure completeness of KYC, financials, and asset-related documentation
- Coordinate with internal teams for smooth case processing
3. Credit Coordination & Proposal Handling
- Prepare and submit loan proposals / CAM inputs
- Liaise with Credit teams for approvals and query resolution
- Ensure timely movement of files across approval stages
4. Disbursement & Execution
- Coordinate with Operations for timely disbursement of loans
- Ensure all pre-disbursement conditions are met
- Track case status and resolve delays
5. Business Support & Sourcing (Limited)
- Support sourcing through dealer references and existing relationships
- Assist State Head / ASM in deal origination and closure
- Generate leads through local market connect and referrals
6. Portfolio Management & Follow-ups
- Track customer repayment behavior and early delinquency signals
- Follow up with customers for timely repayments
- Coordinate with Collections teams for overdue cases
7. Utilization & Customer Engagement
- Drive repeat transactions and utilization of existing relationships
- Ensure continuous engagement with active customers and dealers
- Identify opportunities for cross-sell / additional funding
8. MIS & Reporting
- Maintain data on cases handled, disbursements, and pipeline
- Update internal systems and provide regular status updates
- Ensure accuracy of reporting
9. Compliance & Process Adherence
- Ensure adherence to internal policies, KYC norms, and documentation standards
- Maintain audit-ready documentation
- Support audit and compliance checks