Trainee Loan Officer

Key Responsibilities

• Customer Acquisition:
• Identify potential customers.
• Generate leads through local contacts, referrals, networking, and direct marketing.
• Convert leads into customers.
• Field Marketing:
• Conduct regular field visits.
• Meet prospective customers and local referral sources.
• Promote Keertana gold-loan products and schemes.
• Sales & Business Development:
• Explain basic product/process information.
• Generate branch walk-ins.
• Follow up with leads.
• Support loan conversions.
• Customer Relationship Management:
• Maintain regular contact with prospective and existing customers.
• Develop local relationships.
• Generate repeat and referral business.
• Target Achievement:
• Work towards assigned daily, weekly, and monthly targets for lead generation, customer visits, follow-ups, new customer acquisition, and business volume.
• Local Market Development:
• Identify new customer segments and referral networks.
• Participate in branch-level promotional and customer-acquisition activities.
• Branch Coordination:
• Coordinate with the branch team for customer handling, applications, follow-ups, and smooth processing of business generated through field activities.