Job Description
RIMARY RESPONSIBILITIES:
1. Achieving the assigned sales target from open market by sourcing various financial products such as Secured/Unsecured Loans, Life/General Insurance & Credit Cards.
2. Error free logins of loan & credit card cases on bank portals.
3. Error free filling of physical applications and dropping it directly at lenders' branch physically whenever or wherever required.
4. Keeping regular follow-up with bank ops team for status of sourced applications.
5. Clearing documentation pendency informed by bank team by coordinating with clients/associates.
6. Maintaining all day-to-day activity of client visits, bank visits, leads generated, etc.
7. Responsible for activation of all sourced cards.
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