, we are your trusted partners in achieving financial success. We leverage our in-depth knowledge of the financial landscape to help individuals and families secure the best loan options and strategically utilize government schemes. Our goal is to empower our clients to build a strong and sustainable financial foundation for their future.
Position Overview:
The Sales Executive will be responsible for promoting and selling various loan products (personal loans, business loans, home loans, vehicle loans, etc.), generating leads, and building client relationships to achieve business growth and sales targets.
Responsibilities:
Generate leads through cold calls, field visits, digital platforms, and referrals.
Explain different loan products and eligibility criteria to prospective clients.
Assist clients with documentation and application processes.
Coordinate with banks/NBFCs for loan processing and approvals.
Maintain a database of leads, follow-ups, and conversions.
Achieve assigned monthly and quarterly sales targets.
Build and maintain long-term relationships with clients and financial partners.
Requirements:
Bachelor's degree in any field (Commerce, or Finance preferred).
2-6 years of experience in sales (loan/financial sector experience preferred).
Strong communication, persuasion, and negotiation skills.
Target-driven, proactive, and self-motivated.
Basic knowledge of financial products and credit assessment.
Willingness to travel for client meetings and field visits.
Job Type: Full-time
Application Question(s):
What is your current and expected CTC?
What is your notice period?
Work Location: In person
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