Duties and Responsibilities:-
Identify sales opportunities for the Secured/Unsecured Loans products by acquiring new customers and
building new relationships
Generate fresh leads through self-sourcing/references
Ability to use all communication platforms effectively like telephone, email, and face-to-face.
Must act as a bridge between the company and its current market and future markets.
Develop relationships with Builders, realtors, CA, DSA, Connectors, and corporate to leverage business.
Explain to customers the different types of loans and credit options that are available, as well as the
terms of those services.
Ability to drive “sales targets” of multiple loan products – Mortgage/Home Loan/LAP/PL/BL, etc.
Have interactions with bankers of various products for smooth processing of files. Will be responsible
from file logins to disbursement, must align with bank policies & take care of compliance in each step of
the process.
Collecting documents according to the checklist from the customers
Provide accurate feedback on future buying trends to their respective employers.
Maintain proper MIS and also give proper feedback from time to time on various market-related activities