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Sourcing
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Conduct market study and prepare market maps to streamline sourcing
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Cold-call on potential clients and constantly track their demand for MSME Loan requirements
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Conduct market visits and promote Bank’s various products to prospective customers
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Understanding Customers requirement for Business loan and pitching the right product as per requirement
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Explain the product details and benefits to the customers.
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Achieving Monthly Targets as defined in Goal sheet
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Work as a team in achieving the branch targets.
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Customer Service
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Portfolio Maintenance
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Maintain Daily sales report and generate the leads, and follow up the leads till close
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Pre and Post disbursement
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