Volt Money , is a B2C lending platform that enables retail customers to get instant, low cost & flexible credit by pledging their MFs & stocks via a 100% digital. Founded by Lalit Bihani, Ankit Agarwal, and Bharat Lamba. The company provides secured loans against mutual funds.

Get fast, low cost & flexible loans in 5 minutes
Sales Representative - Loan Against Mutual Fund (LAMF) Process

Department: Sales _ B2C

Location: HSR Layout ,Bangalore

Job Overview:

We are seeking a motivated and customer-focused Sales Representative to join our team and manage the Loan Against Mutual Fund (LAMF) process. The ideal candidate will be responsible for driving sales, managing client relationships, and facilitating the loan application process for customers seeking loans against their mutual funds.

Key Responsibilities:

● Relationship Management:

○ Conduct detailed consultations with customers to understand their financial needs and explain how a loan against mutual funds can benefit them.

○ Build and maintain strong relationships with customers,



addressing any concerns and offering solutions throughout the loan process.

○ Provide transparent, accurate, and transparent information regarding terms, conditions, and eligibility requirements for the loan.

● Sales Conversion:

○ Convert leads into successful loan applications by helping customers complete necessary documentation and ensuring all steps are followed accurately.

○ Ensure that mutual fund portfolios meet the necessary criteria for loan approval, and provide guidance to customers accordingly.

○ Assist customers in preparing all required documentation and submissions for the loan approval process.

● Target Achievement & Performance Tracking:

○ Meet or exceed daily, weekly, and monthly sales targets related to loans against mutual fund applications.

○ Track individual performance against sales goals and take necessary actions to improve conversion rates.

○ Regularly update the CRM system with customer interactions,

📌 Volt Money (HSR Layout)
🏢 NextHire
📍 HSR Layout