Lending Relationship Executive

**1. Relationship Based Sales Performance**
- Achieve assigned monthly loan sales and disbursement targets
- Handle multiple lending products including Personal Loan, Business Loan, Home Loan and Loan Against Property
- Generate repeat business through existing customers and referrals
- Maintain strong approval and disbursement ratio

**2. Customer Relationship Management**
- Build and maintain long-term relationships with customers
- Act as single point of contact for customer loan requirements
- Provide end-to-end support from inquiry to disbursement
- Ensure high customer satisfaction

**3. Lead Generation and Business Development**
- Generate leads through referrals, existing customers and market networking
- Identify potential borrowers and business opportunities
- Expand customer base within assigned area

**4. Loan Advisory and Product Suitability**
- Understand customer financial profile and requirements
- Explain loan features, interest rates, EMI structure and charges clearly
- Recommend the most suitable loan product and lender
- Maintain ethical and transparent sales practices

**5. Documentation and Eligibility Verification**
- Collect and verify complete KYC, income and property documents
- Ensure compliance with lender, DSA and regulatory norms
- Avoid incorrect, fake or manipulated documentation

**6. Follow Ups and Case Management**
- Follow up for pending documents and verifications
- Coordinate with operations, credit and lender teams

**7. Field Activity and Market Coverage**
- Conduct customer meetings and field visits as required
- Identify high potential locations and customer segments
- Maintain market visibility and professional presence

**8. Reporting and MIS**
- Maintain accurate customer records and pipeline data
- Submit daily and monthly MIS and sales reports
- Track conversions, approvals and disbursements

**9. Compliance and Brand Representation**
- Follow RBI, bank and DSA compliance guidelines
- Avoid mis-selling or false commitments**1. Relationship Based Sales Performance**
- Achieve assigned monthly loan sales and disbursement targets
- Handle multiple lending products including Personal Loan, Business Loan, Home Loan and Loan Against Property
- Generate repeat business through existing customers and referrals
- Maintain strong approval and disbursement ratio

**2. Customer Relationship Management**
- Build and maintain long-term relationships with customers
- Act as single point of contact for customer loan requirements
- Provide end-to-end support from inquiry to disbursement
- Ensure high customer satisfaction

**3. Lead Generation and Business Development**
- Generate leads through referrals, existing customers and market networking
- Identify potential borrowers and business opportunities
- Expand customer base within assigned area

**4. Loan Advisory and Product Suitability**
- Understand customer financial profile and requirements
- Explain loan features, interest rates, EMI structure and charges clearly
- Recommend the most suitable loan product and lender
- Maintain ethical and transparent sales practices

**5. Documentation and Eligibility Verification**
- Collect and verify complete KYC, income and property documents
- Ensure compliance with lender, DSA and regulatory norms
- Avoid incorrect, fake or manipulated documentation

**6. Follow Ups and Case Management**
- Follow up for pending documents and verifications
- Coordinate with operations, credit and lender teams

**7. Field Activity and Market Coverage**
- Conduct customer meetings and field visits as required
- Identify high potential locations and customer segments
- Maintain market visibility and professional presence

**8. Reporting and MIS**
- Maintain accurate customer records and pipeline data
- Submit daily and monthly MIS and sales reports
- Track conversions, approvals and disbursements

**9. Compliance and Brand Representation**
- Follow RBI, bank and DSA compliance guidelines
- Avoid mis-selling or false commitments**1. Relationship Based Sales Performance**
- Achieve assigned monthly loan sales and disbursement targets
- Handle multiple lending products including Personal Loan, Business Loan, Home Loan and Loan Against Property
- Generate repeat business through existing customers and referrals
- Maintain strong approval and disbursement ratio

**2. Customer Relationship Management**
- Build and maintain long-term relationships with customers
- Act as single point of contact for customer loan requirements
- Provide end-to-end support from inquiry to disbursement
- Ensure high customer satisfaction

**3. Lead Generation and Business Development**
- Generate leads through referrals, existing customers and market networking
- Identify potential borrowers and business opportunities
- Expand customer base within assigned area

**4. Loan Advisory and Product Suitability**
- Understand customer financial profile and requirements
- Explain loan features, interest rates, EMI structure and charges c