Key Responsibilities

- Identify and approach potential customers for personal, home, business, or vehicle loans
- Explain loan products, interest rates, eligibility criteria, and documentation requirements to customers
- Collect and verify required documents from applicants
- Coordinate with the credit and operations team for loan processing and approval
- Follow up with customers for pending documentation and disbursement
- Achieve monthly/quarterly sales and disbursement targets
- Build and maintain relationships with customers, DSAs, and channel partners
- Source and manage a network of DSAs (Direct Selling Agents) to generate loan leads
- Train and support DSAs on product knowledge, documentation, and process updates
- Maintain accurate records of leads, applications, and follow-ups
- Ensure compliance with company policies and regulatory guidelines
- Handle customer queries and provide after-sales support

Requirements

- Graduate in any discipline (preferred: Finance, Commerce,



or Business)
- years of experience in loan sales, banking, or NBFC sector (or fresher, if applicable)
- Prior experience working with or managing DSAs/DSA channel is preferred
- Good communication and interpersonal skills
- Strong sales and negotiation ability
- Basic knowledge of loan products and documentation process
- Proficiency in MS Office / CRM tools
- Own vehicle preferred (for field visits, if applicable)

Skills Required

- Sales and target orientation
- DSA/channel partner management
- Customer relationship management
- Negotiation skills
- Attention to detail
- Local market knowledge

Perks & Benefits

- Attractive incentives on top of fixed salary
- Career growth opportunities
- Training and support provided
- [Other advantages: PF, health insurance, travel allowance, etc.]

📌 Loan Executive (Pune)
🏢 Desaath Management Services Private
📍 Pune