Loan Executive

Generate leads through cold calls, referrals, and field visits.

Identify and approach potential customers for personal loans

Explain loan products, features, and eligibility criteria to clients.

Assess customers’ financial needs and recommend suitable loan options.

Achieve monthly and quarterly sales targets.

Assist customers with loan applications and required documentation.

Verify and ensure completeness of customer information and documents.

Coordinate with credit and operations teams for loan processing.

Maintain strong relationships with existing and new customers.

Maintain confidentiality of customer information.

Handle customer queries and resolve issues .