Sales and Marketing Executive

A Executive is responsible for assisting customers with loan applications, evaluating eligibility, collecting required documents, and coordinating the loan approval and disbursement process. The role involves achieving loan sales targets while ensuring compliance with company policies and regulatory requirements.

• Key Responsibilities Generate leads and identify potential loan customers.
• Explain loan products, interest rates, terms, and repayment options to customers.
• Assist applicants in completing loan application forms.
• Collect, verify, and maintain customer documentation.
• Conduct preliminary assessment of customer eligibility and creditworthiness.
• Coordinate with credit, underwriting, and operations teams for loan processing.
• Follow up with customers regarding application status and document requirements.
• Ensure compliance with internal policies and financial regulations.
• Maintain accurate records of loan applications and customer interactions.
• Achieve monthly and annual loan disbursement targets.
• Build and maintain strong relationships with customers and referral partners.
• Support loan recovery and collection activities when required.