Role & responsibilities

- Generate new business through sales, referrals, networking, digital channels, and strategic partnerships.
- Identify customer financial needs, acquire new clients, and recommend suitable loan products based on eligibility and credit profile.
- Promote and sell financial products, including Home Loan, Personal Loan, Business Loan, Vehicle Loan, MSME Loan, and other loan solutions.
- Guide customers through the loan process by explaining product features, eligibility, interest rates, EMI, documentation, and repayment options.
- Manage the sales pipeline by qualifying leads, maintaining CRM records, following up with prospects, and ensuring successful loan disbursements.
- Coordinate with internal teams, banks, and NBFCs to ensure accurate documentation, smooth loan processing, timely approvals, and disbursements.
- Build and maintain strong relationships with customers, referral partners, and financial institutions while delivering excellent pre- and post-disbursement support.
- Achieve sales, revenue, customer acquisition, and loan disbursement targets while driving cross-selling and repeat business.
- Stay updated on market trends, competitor activities, lending policies, interest rates, and regulatory changes to provide accurate financial guidance.




- Ensure compliance with company policies, KYC/AML regulations, lender guidelines, and ethical standards while maintaining customer confidentiality and service excellence.

Preferred candidate profile

- We are looking for motivated and target-oriented Business Development Executives and Senior Business Development Executives with 1-4 years of relevant experience.
- Candidates with prior experience in Banking, NBFC, Financial Services, Loan Sales or Loan Advisory will be preferred. Experience in Home Loan, Loan Against Property (LAP) will be an advantage.
- Candidates should have solid communication, customer handling, lead generation, follow-up, relationship management and business development skills, with a proven ability to achieve sales targets.
- Candidates with experience in direct customer acquisition and field sales will be preferred.
- Immediate Joiners Preferred- Candidates available to join immediately or within 15 days will be given preference.
- Candidates around Besant Nagar, Adyar, Thiruvanmiyur, Tharamani, Perungudi, Velachery, Guindy will be highly an added advantage.

Perks and benefits

- Sales incentives, Cafeteria, Corporate work culture

Perks and benefits

Cafeteria, Sales incentives

📌 Walk-in || Business Development Executive - Home Loan/Housing Loan/LAP (Chennai)
🏢 Swastik Financial Solutions
📍 Chennai