Conduct field visits to meet potential clients and explain loan products Generate leads and onboard new customers for loan and financial services Collect documents and assist customers with the application process Maintain a daily report of visits, follow-ups, and conversions Build strong relationships with local businesses and individual clients Achieve assigned sales targets and drive business growth
Handle and process loan applications including personal, business, and vehicle loans Assist customers with documentation for Loan Against Property (LAP), Gold Loans, Education Loans, etc. Verify customer eligibility, perform basic checks, and forward files for approval Coordinate with field executives and sales teams for loan documentation Educate clients about loan products, fixed deposits, insurance, and mutual funds Maintain data entry and tracking of loan status and follow-ups