Sales Acquisition & Targeting
Achieve monthly personal loan sales targets
Prospecting and Lead Generation
Identify and develop potential loan customers
Develop and manage a comprehensive lead-tracking system
Customer Engagement & Relationship Management
Provide personalized loan solutions matching individual financial needs.
Explain loan products, terms, and conditions transparently.
Maintain strict confidentiality of customer information
Conduct thorough Know Your Customer (KYC) checks
Verify customer creditworthiness