Personal loan Core Connect

Role & responsibilities

Personal Loan Core Connect | Job Description

Role: Personal Loan – Core Connect
Department: Sales
Location: Nashik
Industry: Banking / NBFC / Financial Services

Key Responsibilities:

• Generate and manage Personal Loan leads through various channels.
• Connect with customers and understand their financial requirements.
• Handle the complete customer journey from lead generation to login and disbursement.
• Coordinate with internal teams for credit, operations, documentation, and approval.
• Ensure timely collection and verification of required customer documents.
• Maintain regular follow-ups with customers to maximize conversion and disbursement.
• Achieve assigned sales targets and business objectives.
• Maintain strong customer relationships and provide appropriate product information.
• Ensure adherence to company policies, processes, and compliance requirements.

Candidate Profile:

• Graduate preferred.
• Experience in Personal Loan / Banking / NBFC / Financial Services sales is preferred.
• Strong communication and customer-handling skills.
• Good knowledge of the local market.
• Target-oriented with good negotiation and follow-up skills.
• Freshers with strong sales aptitude may also be considered.

Key Skills:
Personal Loan Sales | Core Connect | Lead Conversion | Customer Acquisition | Sales Target | Customer Relationship Management | Documentation | Follow-up | Banking/NBFC Sales

Preferred candidate profile