We are looking for a dynamic and result-oriented Loan Sales Executive to source, promote, and close loan products such as Home Loans, Personal Loans, Business Loans, LAP, Auto Loans, or Mortgage Loans. The candidate will be responsible for achieving sales targets while maintaining excellent customer relationships and compliance standards.
Key Responsibilities
Source new customers through
field sales, referrals, cold calling, channel partners, and walk-ins
Understand customer financial requirements and recommend suitable loan products
Explain loan features, eligibility criteria, interest rates, documentation, and repayment options
Collect, verify, and process customer documents as per policy
Coordinate with credit, operations, and legal teams for loan disbursement
Achieve
monthly/quarterly sales targets
and maintain conversion ratios
Build and maintain strong relationships with customers, DSAs, builders, and agents
Ensure compliance with company policies, RBI norms, and internal guidelines
Maintain MIS reports and update CRM regularly
Follow up for disbursements and post-sanction documentation
Eligibility & Qualifications
Graduate in any discipline (MBA in Sales/Finance preferred)
1-5 years of experience
in loan sales / financial products
Experience in
Bank, NBFC, Fintech, or DSA
preferred
Strong communication and negotiation skills
Target-driven and customer-focused approach
Job Type: Full-time
Pay: ₹30,000.00 - ₹40,000.00 per month
Work Location: In person
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