Rakesh Kumar Jha

· Sourcing of new clients for Personal Loan /Business Loan/HOME Loan / LAP/ Working Capital, through cold calling/data calling.

· Liaison with Financial Institutions for Sanction Login

· Responsible for end-to-end activities (Lead Generation to Disbursement)

· Supervise on every aspect of the process from the time of application to the time of actual disbursement.

· Sourcing of new clients for Saving Account/Current Account through Cold calling

· Generating revenue through cross sell of products like mutual funds, life insurance and general insurance

· Ensure AMB maintain for saving/ current account

· Worked on new customers onboarding, portfolio growth

· Good communication, dealing with clients, assisting them with investment solutions

· Onboarding customers for Personal Loans, Home Loans, Business Loans

· Ensure sourcing of new clients through cold call/branch leads and existing relationship.

· Ensure sales volumes for multiple product, sourcing quality.

· Diligence to meeting sales targets while controlling delinquencies and frauds.

· Provide superior customer experience.

· Sourcing salary accounts and credit cards.

· Sourcing new client of payment gateway.