The Sales Executive will be responsible for generating leads, understanding client requirements, and ensuring end-to-end coordination from initial inquiry to final loan approval. The role requires excellent communication, product knowledge, and customer relationship management skills.
Key Responsibilities
- Identify and generate leads through various channels such as field visits, references, digital leads, and cold calling.
- Meet potential customers to understand their loan requirements and propose suitable financial products.
- Assist clients with documentation, eligibility checking, and loan application processing.
- Coordinate with internal credit and operations teams to ensure smooth loan approval and disbursement.
- Achieve monthly sales targets for different loan categories.
- Maintain strong relationships with clients to ensure repeat business and referrals.
- Stay updated on market trends, competitor offerings, and new loan products.
Preferred candidate profile
- Graduate or Post-Graduate in any field (preferably in Finance, Marketing, or Commerce).
- 2 to 6 years of experience in loan sales or financial product sales.
- Solid knowledge of secured and unsecured loan products.
- Good communication, persuasion, and client-handling skills.
- Proven ability in lead generation and target achievement.
- Self-motivated, field-oriented, and comfortable with customer interactions.