Job Description: Loan Sales & Operations Executive

Location: Shalimar Bagh, Delhi
Experience: 1–3 years
Industry Preference: Insurance / BFSI
Employment Type: Full time

About the Role

We are looking for a motivated and customer-focused Loan Sales & Operations Executive to manage loan sales, customer coordination, documentation, and day-to-day operational activities. Candidates with prior experience in the insurance industry and a strong understanding of customer handling and financial products will be preferred.

Key Responsibilities

- Generate leads and drive sales of loan products through calls, references, existing customers, and other channels.
- Understand customer financial requirements and recommend suitable loan products.
- Coordinate with customers throughout the loan application and processing cycle.
- Collect, verify, and maintain customer KYC and loan-related documentation.
- Coordinate with banks, NBFCs, and internal teams for application processing and approval.
- Follow up on pending documents, approvals, disbursements, and customer queries.
- Maintain accurate records of leads, applications, follow-ups, and sales activities.
- Achieve assigned monthly sales and business targets.




- Ensure proper compliance with company policies and documentation requirements.
- Provide regular updates and reports to the reporting manager.

Candidate Requirements

- 1–3 years of experience in loan sales, financial services, insurance, or BFSI.
- Experience in the insurance industry is required/preferred.
- Good understanding of customer handling and sales processes.
- Strong communication and negotiation skills.
- Comfortable with calling, follow-ups, lead conversion, and target-based work.
- Basic knowledge of MS Office/Excel and CRM systems.
- Ability to manage documentation and operational processes accurately.
- Graduate in any discipline preferred.

Key Skills

Loan Sales | Insurance | BFSI | Lead Generation | Customer Handling | Documentation | Follow-ups | Sales Conversion | MS Office | Target Achievement

What We Offer

- Competitive salary with performance incentives.
- Opportunity to grow within the BFSI/financial services sector.
- Supportive work environment and on-the-job training.
- Career growth opportunities based on performance.

Job Location: Shalimar Bagh, Delhi

Pay: ₹20,000.00 - ₹35,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 Loan Executive (sales) (Shalimar Bagh)
🏢 Spekctrum Sale Solutions
📍 Shalimar Bagh