Sales Executive (Kolkata)

Sales Executive (Kolkata)

15 Aug
|
Uttrayan Financial Services
|
Kolkata

15 Aug

Uttrayan Financial Services

Kolkata

Designation: Sales Executive & Sales Manager

Key Responsibilities:
- Manage, coach, and motivate the mortgage sales team.
- Set and achieve monthly/quarterly loan disbursement and revenue targets.
- Generate leads through direct sales, referrals, builders, brokers, and other channels.
- Build and maintain relationships with customers, real-estate developers, DSAs, and channel partners.
- Monitor the complete sales pipeline from lead generation to loan disbursement.
- Review customer profiles and coordinate with credit, operations, legal, and technical teams.
- Ensure sales activities comply with company policies and applicable lending regulations.
- Track team performance and prepare sales reports and forecasts.
- Identify current business opportunities and expand the company's market presence.
- Handle escalated customer issues and support the team in closing high-value cases.




- Conduct regular team meetings, training, and performance reviews.

Key Skills:
- Mortgage/home-loan sales experience
- Team leadership and people management
- Lead generation and business development
- Strong negotiation and communication skills
- Customer and channel-partner relationship management
- Knowledge of loan documentation and credit processes
- Target-oriented and analytical approach
- Good knowledge of local real-estate and housing-loan markets

Qualifications:
- Bachelor's degree in Business, Finance, Marketing, or a related field.
- 3 to 8+ years of relevant experience in home loans, mortgages, retail lending, or financial-services sales, depending on the seniority of the position.

📌 Sales Executive (Kolkata)
🏢 Uttrayan Financial Services
📍 Kolkata

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