Job Description

This role is for one of Weekday's clients
Min Experience: 1 year
Location: Rajkot
JobType: full-time
Requirements
We are looking for a motivated and performance-driven Team Lead - Loan Sales to oversee and manage a team of loan sales executives. The ideal candidate should have prior experience in loan sales--personal loans, business loans, home loans, or similar--and possess strong leadership and customer relationship management skills. You will be responsible for driving sales performance, mentoring your team, ensuring excellent customer experience, and achieving business growth targets in a dynamic financial services environment.
This role is ideal for someone who has experience in frontline loan sales and is now ready to step into a team management position with accountability for team performance, sales conversion, and compliance.
Key Responsibilities

• Lead and manage a team of loan sales executives to achieve monthly and quarterly business targets.
• Drive loan sales performance across multiple loan products such as personal loans, business loans, LAP, or credit cards.
• Monitor and analyze individual and team KPIs to ensure consistent achievement of targets.
• Provide ongoing coaching, training, and motivation to team members to enhance productivity and sales conversion.
• Handle customer escalations and ensure prompt resolution of queries and grievances.
• Develop and implement sales strategies and action plans to expand the customer base and improve loan disbursement volumes.
• Work closely with internal teams such as operations, credit, and risk to ensure smooth processing and timely disbursement of loans.
• Maintain accurate records of customer interactions, applications, and lead conversions in CRM systems.
• Ensure compliance with organizational policies, credit guidelines, and all regulatory requirements.
• Conduct regular team meetings, performance reviews, and reporting on daily, weekly, and monthly performance metrics.
• Identify process gaps and collaborate with stakeholders to improve efficiency and turnaround times.
• Represent the company in promotional activities, lead-generation events, and partnerships to increase brand visibility and market reach.
• Maintain a high standard of customer service, ensuring every client interaction reflects trust and professionalism.

Required Skills & Qualifications

• Minimum 1 year of experience in loan sales, preferably in personal, business, or home loans.
• Proven experience handling sales targets and achieving or exceeding goals.
• Strong understanding of loan products, sales processes, and financial documentation.
• Excellent communication and interpersonal skills with the ability to motivate and influence others.
• Strong leadership qualities and experience mentoring or supervising a small sales team.
• Analytical mindset with the ability to interpret sales data and make informed decisions.
• Proficiency in MS Office, CRM systems, and digital sales tools.
• Knowledge of KYC norms, compliance guidelines, and loan processing workflows.
• Bachelor's degree in Business Administration, Finance, or a related field (MBA preferred).

Key Attributes

• Result-oriented with a passion for sales excellence.
• Strong problem-solving and decision-making abilities.
• High degree of ownership, integrity, and accountability.
• Energetic, adaptable, and capable of thriving in a fast-paced environment.

Skills Required