- Conduct market study and prepare market maps to streamline sourcing
- Cold-call on potential clients and constantly track their demand for MSME Loan requirements
- Conduct market visits and promote Banks various products to prospective customers
- Understanding Customers requirement for Business loan and pitching the right product as per requirement
- Explain the product details and perks to the customers.
- Achieving Monthly Targets as defined in Goal sheet
- Work as a team in achieving the branch targets.
- Customer Service
- Portfolio Maintenance
- Maintain Daily sales report and generate the leads, and follow up the leads till close
Preferred candidate profile
Pre and Post disbursement
- Helping to customers for complete documentation process of Sanction and Disbursement.
- Helping to customers customer needs & solving their queries regarding the product