Job Description

Role Purpose

The Core Connect CRE is responsible for handling pre-approved / system-generated personal loan leads, conducting field visits, ensuring correct documentation, and supporting login-to-disbursement closure while strictly following process and compliance guidelines. The CRE will also be responsible for collection of EMIs.

Key Responsibilities

• Handle system-generated / pre-approved personal loan leads
• Conduct customer field visits for verification and relationship building
• Explain loan eligibility, EMI, tenure, and process clearly to customers
• Collect and verify KYC, income, residence, and employment documents
• Ensure accurate login of cases as per policy and process
• Coordinate with backend / credit / operations teams for case progress
• Follow up with customers till disbursement or closure
• Handle customer queries, delays, or rejections professionally
• Strictly adhere to audit, compliance, and ethical standards
• Collection of EMIs & follow-up with customers

Key Skills & Competencies Required

• Basic understanding of Personal Loan products
• Experience in field sales / DST / CRE role preferred
• Good communication and customer handling skills
• Strong attention to detail and process discipline
• Comfortable with field work and targets
• Ability to work with mobile apps, WhatsApp, and simple MIS tools

Experience & Qualification

• Minimum 6 months – 3 years’ experience in Personal Loans / Banking / NBFC sales (preferred)
• Any graduate / undergraduate (as per company policy)
• Local area knowledge preferred

What We Look For

• Process-oriented mindset and Customer-first attitude
• Zero tolerance for data manipulation or policy breach
• Willingness to learn and grow with the organization