- Generate leads through calls, referrals, field visits, and other sales channels.
- Contact prospective customers and explain personal loan products, eligibility, interest rates, and repayment options.
- Convert leads into successful loan applications and disbursements.
- Build and maintain strong relationships with customers.
- Collect and verify required customer documents.
- Coordinate with credit and operations teams for smooth loan processing.
- Follow up with customers throughout the application and approval process.
- Achieve daily, weekly, and monthly sales targets.
- Maintain accurate records of leads, applications, and customer interactions.
- Ensure compliance with company policies and lending regulations.
Requirements:
- 12th pass / Graduate preferred.
- Previous experience in personal loan, banking, finance, insurance, or sales is an advantage.
- Good communication and negotiation skills.
- Solid customer-service and relationship-building abilities.
- Comfortable working with sales targets.
- Basic knowledge of MS Office and CRM tools.
- Freshers with good communication and sales skills may also apply.
Key Skills:
- Sales & Marketing • Lead Generation • Customer Acquisition • Field Sales • Negotiation • Communication • Relationship Management
📌 Personal Loan Executive (Chennai)
🏢 PINAKA ENTERPRISES
📍 Chennai
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