Micro Business Loan Executive

1 years

2 - 6 Lacs

Posted:1 week ago| Platform: SimplyHired logo

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Job Description

1. Lead Generation & Sourcing

  • Generate self-sourced business loan leads from open market
  • Visit shops, offices, industrial areas and MSME clusters
  • Source BL cases for proprietors, partnerships and companies

2. Customer Interaction & Sales

  • Explain loan products, eligibility, ROI and process
  • Collect complete customer requirements and documents
  • Build trust and close eligible business loan cases

3. Documentation & Processing

  • Collect and verify KYC, financials and business proofs
  • Coordinate with credit and operations teams
  • Ensure correct data entry and case login

4. Conversion & Disbursement Support

  • Follow up for approvals and disbursements
  • Address customer and bank queries
  • Ensure timely loan disbursal

5. Compliance & Quality

  • Follow bank, RBI and DSA sourcing guidelines
  • Avoid mis-selling and incorrect commitments
  • Ensure quality sourcing and low rejection ratio

6. Reporting & Field Activity

  • Submit daily activity and sales reports
  • Maintain lead and customer records

Job Type: Permanent

Pay: ₹200,000.00 - ₹600,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Experience:

  • Loan: 1 year (Required)
  • Banking: 2 years (Required)
  • Field sales: 2 years (Preferred)

Work Location: On the road

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