Promote and explain various loan products including personal loan, home loan, business loan, car loan, mortgage loan, etc. • Guide clients in selecting suitable insurance policies (life, health, motor, property, accidental, etc.) as per their needs. • Assist customers throughout the claim settlement process to ensure fast, smooth, and hassle-free resolution. • Build and maintain strong customer relationships to achieve high satisfaction levels. • Collect, verify, and maintain all customer documents as per company and regulatory guidelines. • Prepare financial proposals, follow up on inquiries, and achieve assigned sales targets. • Maintain accurate records of client interactions, applications, and approvals. • Coordinate with banks, insurance companies, and internal teams for smooth processing.