Loan Executive

A. Sales & Business Development

·         Source customers for New Car loans & Pre Owned Car Loans.

·         Build and maintain strong relations with dealers, DSA, Brokers, and local influencers.

·         Achieve monthly sales targets for loan disbursement.

·         Conduct field visits to identify new business opportunities.

B. Customer Handling

·         Understand customer needs and recommend suitable loan products.

·         Explain loan terms, interest rates, EMI plans, and documentation requirements.

·         Assist customers in application filling and ensure end-to-end support.

C. Documentation & Verification

·         Collect and verify customer KYC, income proof, bank statements, and other required documents.

·         Ensure accuracy and compliance as per company policies.

·         Coordinate with credit and operations teams for file processing.

D. Loan Processing

·         Submit cases for credit approval and follow up until disbursal.

·         Update tracking sheets or CRM systems with real-time loan status.

·         Resolve discrepancies and support verification officers during field investigations.

E. Post-Disbursement Support

·         Ensure onboarding and welcome call completion.

·         Coordinate with customers for repayment-related queries.

·         Assist in overdue follow-ups when required.