Job Summary

We are looking for an experienced and target-oriented Senior Loan Executive / Team Leader to manage a team of loan sales executives and drive business growth.

The candidate will be responsible for achieving individual and team loan targets, managing daily sales activities, guiding team members, generating and converting leads, monitoring performance, and ensuring smooth processing of loan applications from lead generation to disbursement.

The ideal candidate should have strong experience in Personal Loan / Business Loan / Home Loan / LAP / other retail loan products, along with proven team-handling and target-achievement experience.

Key Responsibilities

- Lead, manage and motivate a team of Loan Sales Executives.
- Set and drive daily, weekly and monthly sales targets for the team.
- Ensure achievement of assigned login, sanction and disbursement targets.
- Monitor individual team member performance and take corrective action where required.
- Allocate leads to team members and ensure timely follow-up and conversion.
- Generate new business through direct sales, referrals, DSA channels, connectors and other sources.
- Guide the team on loan products, eligibility, documentation and sales processes.
- Personally handle important/high-value leads and support team members in closing difficult cases.
- Monitor the complete loan sales funnel from lead → login → approval/sanction → disbursement.
- Maintain strong coordination with banks, NBFCs, credit, operations and other internal teams.
- Ensure proper documentation and adherence to company and lender policies.
- Track rejection, approval, conversion and disbursement ratios and identify areas for improvement.
- Conduct daily/weekly team review meetings and performance discussions.
- Prepare and maintain daily,



weekly and monthly MIS reports and sales trackers.
- Train and coach new and existing team members to improve productivity.
- Handle customer escalations and ensure timely resolution.
- Develop strategies to improve team productivity, lead conversion and business volume.
- Maintain strong relationships with customers, banking/NBFC partners and business referral sources.
- Ensure quality sourcing and minimize documentation errors and policy violations.
- Keep management updated on team performance, market opportunities and challenges.

Key Performance Indicators (KPIs)

- Monthly Team Target Achievement
- Individual & Team Disbursement
- Number of Loan Logins
- Login-to-Sanction Ratio
- Sanction-to-Disbursement Ratio
- Lead Conversion Ratio
- Team Productivity
- Quality of Business Sourced
- Customer Acquisition
- Revenue / Business Volume
- Team Attendance & Performance
- Customer Escalation Resolution
- Compliance & Documentation Accuracy

Candidate Requirements

- Graduate in any discipline; Finance/Business Administration preferred.
- 2–6 years of experience in loan sales / banking / NBFC / financial services.
- Minimum 1–2 years of team-handling experience preferred.
- Solid knowledge of loan products and lending processes.
- Proven track record of achieving sales targets.
- Strong leadership and people-management skills.
- Excellent communication, negotiation and customer-handling skills.
- Good knowledge of MS Excel and MIS reporting.
- Ability to work under pressure and manage a target-driven environment.
- Strong follow-up, problem-solving and decision-making skills.
- Candidates with experience in Personal Loan, Business Loan, Home Loan, LAP or DSA sales will be preferred.

Pay: ₹10,000.00 - ₹20,000.00 per month

Benefits:

- Cell phone reimbursement

Work Location: In person

📌 Team Leader – Loan Sales (India)
🏢 INNOTECH GLOBAL
📍 India