Website:
wedeshconsultants.com
Job details:
Key Responsibilities
- Primary responsibilities:
- Handle inquiries for all types of loans (home loan, personal loan, business loan, loan against property, vehicle loan, education loan, MSME loan, etc.).
- Understand customer financial requirements and recommend suitable loan products.
- Generate new leads through calls, references, walk-ins, digital platforms, and field visits.
- Follow up with prospective customers until loan disbursement.
- Explain loan eligibility, interest rates, EMI, tenure, processing fees, and documentation requirements.
- Collect, verify, and organize customer documents.
- Coordinate with banks, NBFCs, and financial institutions for loan processing.
- Assist customers in completing application forms accurately.
- Track loan applications and provide regular status updates to clients.
- Resolve customer queries and provide excellent customer service.
- Sales and business development
- Achieve monthly sales and loan disbursement targets.
- Develop relationships with builders, real estate agents, CAs, DSAs, and business associates.
- Generate business through networking and referrals.
- Conduct customer meetings and presentations.
- Identify cross-selling opportunities (insurance, credit cards, balance transfer, top-up loans, etc.).
- Documentation & compliance
- Ensure all KYC documents are complete and accurate.
- Verify customer income and financial documents.
- Maintain confidentiality of customer information.
- Follow RBI guidelines and company compliance policies.
- Ensure error-free loan files before submission.
- CRM & reporting
- Update CRM with every lead and customer interaction.
- Maintain daily call reports and follow-up records.
- Submit daily, weekly, and monthly performance reports.
- Track conversion ratio and pending cases.
- Maintain customer database for future business.
- Coordination
- Coordinate with banks and lending partners.
- Follow up with credit, operations, legal, and technical teams.
- Ensure timely sanction and disbursement of loans.
- Resolve processing delays proactively.
- Customer service
- Build long-term relationships with customers.
- Provide post-disbursement support when required.
- Request customer referrals and testimonials.
- Maintain high customer satisfaction levels.
About Company: At WeDesh Consultants, we empower students to transform their lives through international education, offering honest guidance and comprehensive support for them.
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