Selected Intern's Day-to-Day Responsibilities : (Sales Role) Connecting with potential clients through cold calls, WhatsApp, field visits, or references to understand their loan requirements (personal, business, LAP, etc.) Effectively and clearly explaining loan products (eligibility, interest rates, documents required) simply and clearly. Collecting & verifying client documents and forwarding leads to the back office for further processing. Generating leads through local shops, businesses, and by building a connector network (agents, shopkeepers, etc.) Following up regularly with interested clients to maintain engagement until the file is logged in or closed. Maintaining lead tracker/update CRM sheet and coordinating with internal team (Puja/Ritesh) for timely updates. Supporting marketing activities, such as distributing pamphlets, putting up posters, or social media referrals as and when necessary. About Company: We are one of the fastest emerging brands in the service sector to help people meet their financial needs. We help you get all types of loans. You can apply to multiple banks and NBFCs with a single application.
Selected Intern's Day-to-Day Responsibilities : (Sales Role) Connecting with potential clients through cold calls, WhatsApp, field visits, or references to understand their loan requirements (personal, business, LAP, etc.) Effectively and clearly explaining loan products (eligibility, interest rates, documents required) simply and clearly. Collecting & verifying client documents and forwarding leads to the back office for further processing. Generating leads through local shops, businesses, and by building a connector network (agents, shopkeepers, etc.) Following up regularly with interested clients to maintain engagement until the file is logged in or closed. Maintaining lead tracker/update CRM sheet and coordinating with internal team (Puja/Ritesh) for timely updates. Supporting marketing activities, such as distributing pamphlets, putting up posters, or social media referrals as and when necessary. About Company: We are one of the fastest emerging brands in the service sector to help people meet their financial needs. We help you get all types of loans. You can apply to multiple banks and NBFCs with a single application.
Selected Intern's Day-to-Day Responsibilities : (Sales Role) Connecting with potential clients through cold calls, WhatsApp, field visits, or references to understand their loan requirements (personal, business, LAP, etc.) Effectively and clearly explaining loan products (eligibility, interest rates, documents required) simply and clearly. Collecting & verifying client documents and forwarding leads to the back office for further processing. Generating leads through local shops, businesses, and by building a connector network (agents, shopkeepers, etc.) Following up regularly with interested clients to maintain engagement until the file is logged in or closed. Maintaining lead tracker/update CRM sheet and coordinating with internal team (Puja/Ritesh) for timely updates. Supporting marketing activities, such as distributing pamphlets, putting up posters, or social media referrals as and when necessary. About Company: We are one of the fastest emerging brands in the service sector to help people meet their financial needs. We help you get all types of loans. You can apply to multiple banks and NBFCs with a single application.