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1.0 - 5.0 years
0 Lacs
chandigarh, all india
On-site
As a Lead Generation & Sourcing specialist, your role will involve generating self-sourced business loan leads from the open market. You will be required to visit various locations such as shops, offices, industrial areas, and MSME clusters to source BL cases for proprietors, partnerships, and companies. Your key responsibilities will include: - Explaining loan products, eligibility criteria, ROI, and the application process to potential customers - Collecting complete customer requirements and necessary documents for loan processing - Building trust with customers and closing eligible business loan cases effectively For Documentation & Processing, you will be responsible for: - Collecting a...
Posted 5 days ago
1.0 - 5.0 years
3 - 5 Lacs
Surat
Work from Office
File Login & Documentation Handling Receive and verify customer documents from Sales/Relationship Managers. Ensure completeness and correctness of KYC, income proof, bank statements, and application forms. Log in files in the system (LMS or CRM) accurately. Generate file numbers, upload scanned documents, and maintain physical document records. 2. Coordination with Credit Team Forward logged-in files for credit underwriting. Resolve queries raised by the credit team (missing documents, inconsistencies). Schedule and coordinate Personal Discussions (PD) if required. 3. Disbursement Support Follow up for sanction letters, documentation completion, and customer signatures. Liaise with operation...
Posted 5 months ago
1.0 - 5.0 years
3 - 5 Lacs
Surat
Work from Office
File Login & Documentation Handling Receive and verify customer documents from Sales/Relationship Managers. Ensure completeness and correctness of KYC, income proof, bank statements, and application forms. Log in files in the system (LMS or CRM) accurately. Generate file numbers, upload scanned documents, and maintain physical document records. 2. Coordination with Credit Team Forward logged-in files for credit underwriting. Resolve queries raised by the credit team (missing documents, inconsistencies). Schedule and coordinate Personal Discussions (PD) if required. 3. Disbursement Support Follow up for sanction letters, documentation completion, and customer signatures. Liaise with operation...
Posted 5 months ago
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