Job Role
Team Leader

Team Management
Lead, motivate, and manage a team of Personal Loan and Overdraft Sales Executives.
Monitor individual and team performance against assigned targets.
Provide regular coaching, guidance, and performance feedback.
Improve team productivity and ensure consistent sales performance.

Sales &
Business Development
Drive sales of Personal Loan and Overdraft products.
Generate business through direct sales, referrals, DSA/channel partners, and existing customer relationships.
Identify new business opportunities and expand the customer base.
Build and maintain strong customer relationships.
Ensure achievement of monthly and quarterly sales, disbursement, and revenue targets.

Lead Generation &
Quality Sourcing
Ensure proper customer profiling and quality lead generation.
Monitor the quality of applications and customer sourcing.
Follow up with potential customers to improve conversion rates.
Ensure that the team maintains a strong sales pipeline.

Loan Processing &
Coordination
Coordinate with Credit, Operations, and Verification teams for smooth loan processing.




Follow up on applications and pending documentation.
Support timely loan approvals and disbursements.
Ensure proper coordination throughout the customer journey.

Key Performance Indicators

Sales Performance
Monthly disbursement value.
Number of quality applications and logins.
Lead-to-disbursement conversion rate.
Team productivity.
Revenue and fee generation.
Customer acquisition.

Experience
Experience in Personal Loans, Overdraft, Consumer Finance, Banking, Fintech, or NBFC Sales.
Prior experience in managing a sales team is preferred.

Required Skills

Sales &
Leadership Skills:
Solid team-management and leadership abilities.
Target-oriented approach.
Good communication and customer relationship skills.
Solid sales and business-development skills.
Ability to coach and motivate team members.
Ability to work effectively in a quick-paced environment.

Preferred Industry Experience
Personal Loans
Overdraft
Consumer Finance
Banking
Fintech
NBFC Sales

📌 Team Leader Personal Loan And Overdraft Noida
🏢 JobTrade
📍 Noida