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