Role & responsibilities -
Coordinate with branch sales team and support BSM,SMs for lead conversion • Tele-calling / follow up on leads given by salesteam and Corporate office
Coordinate customer walk in branch. Explainproduct details to customer and suggest schemebased on need analysis
Conduct self gold valuationand inform gold loan amount.Manage external gold valuation processi.e. interacting with valuator making sure that the process is followed
Update valuation details in system i.e. Gold portaland loan booking system • Ensure loan processing completed within stipulated TAT.
Follow up with delinquent customer and ensure thatcustomer does not cross 30 DPD bucket
Follow up with customer for timely interest collection
Gold loan file disbursal in system (this could bedone by BOM for most Branches) •
Custody of gold packets in the office, record it asper process




Raise Payment Request / Cheque Disbursement, recordit as per process •
Arrange to send the complete file to COPS as per process.
Manage Related MIS, interface with COPS, regionalteams as might be required.
Co-ordinate with central tele calling team for collections / follow up for payments from overdue borrowers Customer Support / Service as required.

Preferred candidate profile -
Sales process management in FMCG/ Direct sales company
Understanding of gold process understanding ,KYC Knowledge & Sales process
Gold loan Sales process & BTL Marketing
Process understanding ,KYC Knowledge ,Understanding of the documentation required, Product /Competition Knowledge

📌 Gold Loan Executive Bikaner
🏢 HDB Financial Services
📍 Bikaner