Job Description

1. Loan Sales Performance

Achieve daily, weekly, and monthly sales targets for assigned loan products Sell Personal Loan, Business Loan, Home Loan, and Loan Against Property Focus on approvals, disbursements, and revenue generation Maintain balanced performance across banks and loan products

2. Lead Generation and Customer Acquisition

Generate leads through open market activities, referrals, and corporate tie-ups Approach potential customers in residential areas, offices, shops, and marketplaces Convert leads into approved loan applications

3. Customer Interaction and Loan Advisory

Understand customer financial requirements and eligibility Explain loan features, interest rates, EMI, tenure, and charges clearly Recommend suitable loan products and lenders Maintain ethical and transparent sales practices

4. Documentation and Compliance

Collect complete KYC, income, and property documents Verify eligibility as per bank/NBFC guidelines Ensure zero fake, incomplete, or non-compliant documentation Follow all regulatory and internal compliance standards

5. Follow Ups and Application Tracking

Follow up with customers for pending documents Track loan applications from submission to approval and disbursement Coordinate with operations, credit, and bank teams for timely processing

6. Field Activity and Market Coverage

Conduct daily field visits in assigned areas Identify high potential locations for loan sales Maintain strong market presence and brand visibility

7. Reporting and MIS

Submit daily and weekly sales and activity reports Update CRM or tracking sheets accurately Track pipeline, approvals, rejections, and disbursements

8. Relationship Management

Maintain strong relationships with bank/NBFC officials Serve as point of contact for escalations Support smooth coordination between field operations and banks

9. Brand Representation and Ethics

Represent the company and bank professionally Ensure ethical sales practices and avoid mis-selling Maintain customer trust and satisfaction
Job Type: Permanent

Pay: ₹200,000.00 - ₹400,000.00 per year

Benefits:

Health insurance Provident Fund
Experience:

Loan: 1 year (Required) Banking: 2 years (Required) Field sales: 2 years (Preferred)
Work Location: In person