Roles & Responsibility:

Coordinating with Chartered Accountants / DSA Agents for lead generation.

Ability to convert leads into clients

Consulting the clients, understanding their loans requirements.

Publishing regular business MIS.

Assisting clients with their loan application and collecting necessary documents and information.

Client Relationship management, for the smooth process from documentation till approval

Keeping the clients posted on the status of their application

Ability to generate leads from existing clients