Job Role

Sales Executive – Banking & Loan Products

- Generate leads through calls, references, networking, and other sources.

- Contact potential customers and understand their financial requirements.

- Promote banking and loan products based on customer needs.

- Explain product features, eligibility criteria, benefits, and documentation requirements.

- Follow up with leads regularly and convert prospects into successful business.

- Build and maintain strong customer relationships.

- Provide customers with regular updates throughout the loan process.

- Collect and verify required customer documents.

- Coordinate with banks and internal teams for smooth and timely loan processing.

- Achieve daily, weekly, and monthly sales targets.

- Maintain accurate records of customer interactions, leads, follow-ups, and sales activities.

- Ensure professional customer service and timely resolution of basic queries.

Banking & Loan Products

- Personal Loan.





- Business Loan.

- Home Loan.

- Loan Against Property (LAP).

Requirements

- Experience: 0–3 Years.

- Education: Any Graduate.

- Freshers and experienced candidates can apply.

- Good communication and interpersonal skills.

- Basic knowledge of banking and financial products preferred.

- Strong convincing and negotiation skills.

- Good customer-handling abilities.

- Robust follow-up skills.

- Target-oriented and self-motivated approach.

Key Skills

- Sales.

- Lead Generation.

- Banking Products.

- Loan Sales.

- Customer Handling.

- Communication.

- Negotiation.

- Follow-up.

- Target Achievement.

Job Details

- Position: Sales Executive.

- Department: Sales.

- Location: Chennai.

- Employment Type: Full-Time.

📌 BANKING TEAM LEADER (Chennai)
🏢 JobTrade
📍 Chennai