Job Description

1. City Level Sales Performance

Achieve daily, weekly and monthly loan sales and disbursement targets within the assigned city Sell Personal Loan, Business Loan, Home Loan and Loan Against Property Maintain balanced performance across all loan products and lenders Focus on approvals and revenue generation

2. Lead Generation and Customer Acquisition

Generate self sourced leads through open market activities Approach customers in residential societies, offices, shops, corporates, and marketplaces Build referral network for repeat business Convert leads into approved loan applications

3. Customer Interaction and Loan Advisory

Understand customer financial needs and eligibility Explain loan features, interest rates, EMI, tenure, and charges clearly Recommend the most suitable loan product and lender Maintain ethical and transparent sales practices

4. Documentation and Eligibility Verification

Collect complete KYC, income, and property documents Verify eligibility as per bank/NBFC and DSA guidelines Ensure zero fake, incomplete, or non-compliant documentation

5. Follow Ups and Case Tracking

Follow up with customers for pending documents and verification Track applications from login to disbursement Coordinate with operations, credit, and lender teams for timely approvals

6. Field Activity and City Coverage

Conduct daily field visits across assigned areas Identify high potential locations and customer segments Maintain strong market presence and visibility

7. Reporting and MIS

Submit daily and weekly sales and activity MIS Update CRM or trackers accurately Track pipeline, approvals, rejections, and disbursements

8. Compliance and Brand Representation

Follow RBI, bank, and DSA compliance guidelines Avoid mis-selling or false commitments Represent company and lender brands professionally
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