
Customer Approach: Call, meet, or visit potential customers.
Explain Loan Details: Give complete info about loan types, interest rates, EMIs.
Eligibility Check: Collect basic documents and check if the customer is eligible.
Follow-up: Regularly follow up with interested customers.
Documentation Help: Assist in filling application forms and collecting KYC documents.
Achieve Targets: Complete daily/weekly/monthly sales targets.
Report to Manager: Submit daily reports to Sales Manager.