The tasks a Finance Agent is expected to perform include:
- Arranging loan for clients from financiers on security of real estate, property, etc.
- Co-ordinating with clients and obtaining details like loan amount, rate of interest willing to pay, loan period and security offered
- Scrutinising and identifying the financer as per the clients needs
- Helping the concerned parties in drawing and finalizing the terms of the contract
- Negotiating between concerned parties and helping them to make an agreement