Jun 2025 – Nov 2025 · 5 mos

• Identify and prospect potential customers who need personal loans.
• Build and maintain a strong pipeline of leads through various channels such as cold calling, referrals, and networking.
• Conduct thorough financial assessments of customers to determine their eligibility for personal loans.
• Educate customers about different loan products, interest rates, repayment terms, and associated fees.
• Assist customers in completing loan applications, gathering necessary documents, and ensuring accurate and timely submission.
• Evaluate loan applications and assess the creditworthiness of customers based on their financial history and current circumstances.
• Maintain regular communication with customers throughout the loan process, providing updates, addressing inquiries, and resolving any issues or concerns.
• Achieve sales targets and meet performance goals set by the organization.