- Generate leads for Personal Loans and Overdraft facilities through various channels.
- Contact potential customers through phone calls, field visits, references, and other sources.
- Understand customers' financial requirements and recommend suitable loan/OD products.
- Explain interest rates, loan amounts, repayment terms, eligibility criteria, fees, and other product features.
- Collect and verify customer documents required for loan processing.
- Assist customers throughout the application and approval process.
- Coordinate with credit, operations, verification, and other internal teams.
- Follow up on pending applications, documentation, and disbursements.
- Maintain regular contact with existing and prospective customers.
- Achieve monthly sales and disbursement targets.
- Maintain accurate records of leads, applications, approvals, and disbursements.