Position Overview

The Branch Sales Executive will be responsible for driving sales of personal loan products through direct customer engagement, branch-based activities, and field visits. The role requires proactive customer acquisition, relationship management, and achievement of assigned sales targets.

Key Responsibilities
- Customer Acquisition: Identify and approach potential customers through branch leads, walk-ins, and field visits.
- Loan Sales: Promote and sell personal loan products to individual customers, ensuring alignment with eligibility criteria.
- Field Visits: Conduct regular visits to customers workplaces, residences, and business locations to generate leads and close sales.
- Relationship Management: Build and maintain strong customer relationships to encourage repeat business and referrals.
- Documentation & Compliance: Assist customers with loan applications, collect required documents, and ensure compliance with company policies and regulatory standards.




- Target Achievement: Meet monthly and quarterly sales targets set by the branch manager.
- Market Intelligence: Gather feedback on competitor offerings and share insights with the branch team.

Required Skills & Competencies
- Robust communication and interpersonal skills
- Sales-driven mindset with ability to work under pressure
- Knowledge of personal loan products and financial services
- Ability to conduct effective field visits and convert leads
- Basic computer skills for documentation and reporting

Qualifications
- Minimum: Graduate in any discipline
- Experience: 0–1 year in sales (preferably in banking/financial services)
- Fresher can also apply

Work Environment
- Branch-based role with mandatory field visits
- Requires local travel within assigned territory

📌 Walk-in || Personal Loan Sales Executive (Mumbai)
🏢 Axis Bank
📍 Mumbai