Job Description

1. Relationship Based Sales Performance

Achieve assigned monthly loan sales and disbursement targets Handle multiple lending products including Personal Loan, Business Loan, Home Loan and Loan Against Property Generate repeat business through existing customers and referrals Maintain strong approval and disbursement ratio

2. Customer Relationship Management

Build and maintain long-term relationships with customers Act as single point of contact for customer loan requirements Provide end-to-end support from inquiry to disbursement Ensure high customer satisfaction

3. Lead Generation and Business Development

Generate leads through referrals, existing customers and market networking Identify potential borrowers and business opportunities Expand customer base within assigned area

4. Loan Advisory and Product Suitability

Understand customer financial profile and requirements Explain loan features, interest rates, EMI structure and charges clearly Recommend the most suitable loan product and lender Maintain ethical and transparent sales practices

5. Documentation and Eligibility Verification

Collect and verify complete KYC, income and property documents Ensure compliance with lender, DSA and regulatory norms Avoid incorrect, fake or manipulated documentation

6. Follow Ups and Case Management

Track applications from login to approval and disbursement Follow up for pending documents and verifications Coordinate with operations, credit and lender teams

7. Field Activity and Market Coverage

Conduct customer meetings and field visits as required Identify high potential locations and customer segments Maintain market visibility and professional presence

8. Reporting and MIS

Maintain accurate customer records and pipeline data Submit daily and monthly MIS and sales reports Track conversions, approvals and disbursements

9. Compliance and Brand Representation

Follow RBI, bank and DSA compliance guidelines Avoid mis-selling or false commitments

1. Relationship Based Sales Performance

Achieve assigned monthly loan sales and disbursement targets Handle multiple lending products including Personal Loan, Business Loan, Home Loan and Loan Against Property Generate repeat business through existing customers and referrals Maintain strong approval and disbursement ratio

2. Customer Relationship Management

Build and maintain long-term relationships with customers Act as single point of contact for customer loan requirements Provide end-to-end support from inquiry to disbursement Ensure high customer satisfaction

3. Lead Generation and Business Development

Generate leads through referrals, existing customers and market networking Identify potential borrowers and business opportunities Expand customer base within assigned area

4. Loan Advisory and Product Suitability

Understand customer financial profile and requirements Explain loan features, interest rates, EMI structure and charges clearly Recommend the most suitable loan product and lender Maintain ethical and transparent sales practices

5. Documentation and Eligibility Verification

Collect and verify complete KYC, income and property documents Ensure compliance with lender, DSA and regulatory norms Avoid incorrect, fake or manipulated documentation

6. Follow Ups and Case Management

Track applications from login to approval and disbursement Follow up for pending documents and verifications Coordinate with operations, credit and lender teams

7. Field Activity and Market Coverage

Conduct customer meetings and field visits as required Identify high potential locations and customer segments Maintain market visibility and professional presence

8. Reporting and MIS

Maintain accurate customer records and pipeline data Submit daily and monthly MIS and sales reports Track conversions, approvals and disbursements

9. Compliance and Brand Representation

Follow RBI, bank and DSA compliance guidelines Avoid mis-selling or false commitments

1. Relationship Based Sales Performance

Achieve assigned monthly loan sales and disbursement targets Handle multiple lending products including Personal Loan, Business Loan, Home Loan and Loan Against Property Generate repeat business through existing customers and referrals Maintain strong approval and disbursement ratio

2. Customer Relationship Management

Build and maintain long-term relationships with customers Act as single point of contact for customer loan requirements Provide end-to-end support from inquiry to disbursement Ensure high customer satisfaction

3. Lead Generation and Business Development

Generate leads through referrals, existing customers and market networking Identify potential borrowers and business opportunities Expand customer base within assigned area

4. Loan Advisory and Product Suitability

Understand customer financial profile and requirements Explain loan features, interest rates, EMI structure and charges clearly Recommend the most suitable loan product and lender Maintain ethical and transparent sales practices

5. Documentation and Eligibility Verification

Collect and verify complete KYC, income and property documents Ensure compliance with lender, DSA and regulatory norms Avoid incorrect, fake or manipulated documentation

6. Follow Ups and Case Management

Track applications from login to approval and disbursement Follow up for pending documents and verifications Coordinate with operations, credit and lender teams

7. Field Activity and Market Coverage

Conduct customer meetings and field visits as required Identify high potential locations and customer segments Maintain market visibility and professional presence

8. Reporting and MIS

Maintain accurate customer records and pipeline data Submit daily and monthly MIS and sales reports Track conversions, approvals and disbursements

9. Compliance and Brand Representation

Follow RBI, bank and DSA compliance guidelines Avoid mis-selling or false commitments Represent company and lending partners professionally
Job Type: Permanent

Pay: ₹200,000.00 - ₹400,000.00 per year

Benefits:

Health insurance Provident Fund
Experience:

Loan: 1 year (Required) Banking: 2 years (Required) Field sales: 2 years (Preferred)
Work Location: In person