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