Job Description

Key Responsibilities:

Customer Acquisition & Business Development


Identify and generate leads through catchment area activities, door-to-door marketing,

field surveys, referral networks.


Conduct cold calls and follow up on prospective customers.


Participate in loan melas, market activation events, and field campaigns to promote

home loans, Loan Against Property (LAP), and SME loans.


Educate potential customers on loan offerings, eligibility, repayment structure, and

benefits.

Loan Processing Support


Assist in collecting KYC and income documents from customers.


Help complete loan applications and ensure accuracy of data entry.


Coordinate with credit and operations teams to track the progress of files.


Follow up on post-sanction requirements of disbursements, documentation and

customer queries.

Reporting & Documentation


Maintain accurate customer records and update CRM or sales tracking tools.


Submit daily MIS reports on leads generated, calls made, meetings attended, and file

status.


Ensure adherence to internal processes, audit norms, and compliance standards.

Customer Service & Retention


Build rapport and maintain strong customer relationships.


Provide after-sales support by addressing queries, helping with repayment schedules, or

assisting in documentation-related issues.

Training & Development


Understand system, process, technology and complete loan cycle and functions of the

support department for smooth upskilling.


Maximum participation in all the trainings assigned and conducted.

Job Types: Full-time, Fresher

Pay: ₹10,000.00 - ₹15,000.00 per month

Benefits:

Health insurance
Work Location: In person