Responsibilities:
• To liaison with DSAs.
• Enabling DSAs on Products offered by different Banks.
• Educating them on the documentation which are required for loan processing.
• All the financials of the client are entered into the system for FAT.
• Co-ordinate with Sales for any required pending documents as per the respective bank’s checklist and for analysis.
• To do financial analysis to check the eligibility for loan.
• To Check & analysis credit history of customers.
• Act as effective communicator between sales team and Banker when required to explain the case fact.
• To get the case approved in Bank.
• To Articulate and case studies to identify triggers for optimum utilization of FAT.