Role & responsibilities

- Generate leads and acquire current customers for business, vehicle, working capital or other loan products.
- Explain loan products, eligibility criteria, interest rates, fees, tenure, and repayment terms to customers.
- Identify customer financial requirements and recommend suitable loan products.
- Arrange field visits, customer meetings, and follow-ups to convert leads into applications.
- Collect and verify KYC, income, employment, banking, and other required documents.
- Coordinate with credit, operations, and verification teams for timely processing of loan applications.
- Maintain regular follow-ups with customers from application through approval and disbursement.
- Achieve monthly and quarterly sales targets for loan disbursements.
- Maintain accurate records of leads, applications, approvals, disbursements, and customer interactions.




- Ensure all sales activities comply with company policies, lending guidelines, and regulatory requirements.
- Build and maintain relationships with existing and prospective customers, dealers, agents, and referral partners.
- Identify cross-selling and referral opportunities for other financial products.
- Monitor pending applications and resolve customer or documentation issues promptly.
- Prepare daily/weekly sales reports and provide updates to the reporting manager.
- Maintain a high standard of customer service and handle customer queries professionally.
- Stay updated on changes in loan products, market conditions, competitor offerings, and lending policies.

📌 Loan Sales Executive (Indore)
🏢 Satnam Transport
📍 Indore