- 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 commitments1. 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 commitments1. 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
