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