About the Role

We are hiring energetic and target-oriented candidates for the IDFC FIRST Bank Personal Loan Sales Process. The role involves interacting with prospective customers, understanding their financial requirements, explaining personal loan products, and supporting them through the sales and application process.

Key Responsibilities

- Generate and follow up with prospective customers for Personal Loans.
- Explain loan features, eligibility, interest rates, documentation, and application procedures.
- Understand customer requirements and recommend suitable loan solutions.
- Handle outbound/inbound customer calls and maintain regular follow-ups.
- Achieve assigned daily and monthly sales targets.
- Assist customers with required documentation and application completion.
- Maintain accurate customer and lead records.
- Coordinate with internal teams for application processing and closure.




- Build positive customer relationships while maintaining professional communication.
- Follow the bank/process guidelines and compliance requirements.

Candidate Requirements
- Freshers and experienced candidates can apply.
- Valuable communication and convincing skills are mandatory.
- Comfortable working in a sales and target-oriented environment.
- Basic understanding of banking/financial products will be an advantage.
- Candidates with experience in Banking Sales, Personal Loans, Credit Cards, Insurance, Tele-sales or Financial Services will be preferred.
- Positive attitude and willingness to learn.

Benefits Shift Timing: 9:30 AM – 6:30 PM

Weekly Off: Sunday

Fixed Benefit: Free Pick & Drop facility from Thane Station (available from the training period).

Pay: ₹15,005.11 - ₹21,000.00 per month

Work Location: In person

📌 Sales Executive (Thane)
🏢 Udaantara Foundation
📍 Thane