Pre‑Disbursement Activities

- Visit used vehicle dealers and handle customer enquiries.
- Generate leads through dealers, brokers, referrals, and marketing activities.
- Conduct field verification of customer residence, workplace, and vehicle details.
- Collect customer documents and explain loan schemes.

Disbursement Activities

- Assist customers in completing loan applications.
- Collect KYC, income, bank, RC, and insurance documents.
- Coordinate with credit and operations teams for loan approval.
- Ensure timely loan disbursement and documentation completion.

Post‑Disbursement Activities

- Confirm vehicle delivery and ownership transfer.
- Follow up for pending documents and customer requirements.
- Maintain proper records as per company policies.

Recovery & Follow‑ups





- Monitor repayments and follow up on overdue accounts.
- Visit customers for collections when required.
- Support recovery and repossession activities as per guidelines.
- Update collection status through mobile applications.

Customer Interaction & Cross‑Selling

- Resolve customer queries through direct interaction.
- Maintain relationships with customers, dealers, and brokers.
- Promote insurance, top‑up loans, and other financial products.

Key Skills: Customer Handling, Sales, Dealer Management, Field Verification, Collections, Loan Processing, Communication Skills, Basic Computer Knowledge.

📌 Customer Relations (Vijayawada)
🏢 Sundaram Finance
📍 Vijayawada