Key Responsibilities
Assist clients in understanding and selecting appropriate loan products based on their requirements.
Collect and verify financial documentation to assess eligibility and creditworthiness.
Explain loan terms, interest rates, repayment options, and documentation processes.
Coordinate with banks, NBFCs, and financial partners to process applications efficiently.
Maintain accurate client records and provide timely updates throughout the loan process.
Ensure compliance with financial regulations and internal policies.
Follow up with leads and assist in closing credit advisory consultations.
Stay updated on lending products, industry changes, and credit market trends.
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