Job Role

- Sales Officer – Retail & MSME Loans

- Drive business acquisition for Home Loans, Loan Against Property (LAP), Personal Loans, and MSME Loans.
- Generate business through direct customers, cold calling, open-market sourcing, digital leads, and partner networks.
- Build and expand a robust network of DSAs, sub-DSAs, loan agents, financial connectors, property dealers, real estate brokers, CAs, and independent financial advisors.
- Identify customer requirements and recommend suitable loan products based on their financial profile.
- Manage the complete loan process from lead generation and document collection to login, approval, and final disbursement.
- Coordinate with customers, partner banks/NBFCs, credit teams, legal and technical teams, and DSAs for smooth processing.
- Actively follow up on pending documents, credit queries, property verification, and other requirements to ensure timely disbursement.

Key Responsibilities Client Profiling & Sales:





- Understand customer financial requirements and recommend suitable loan products.
- Check basic eligibility parameters such as income, property type, and salary structure.
- Explain loan terms and address initial rate-of-interest and product-related concerns.
- Generate and convert leads through cold calling, open-market sourcing, databases, and digital leads.
- Follow up with prospective customers to maximise conversions.

Document Collection & Verification

- Collect complete customer document kits, including:

- KYC documents

- Income Tax Returns

- Salary slips

- Property documents
- 12-month bank statements
- Ensure documents are complete and properly arranged before loan login.
- Maintain accurate records and track pending documentation.

📌 Sales Officer -Home Loans &LAP (Delhi)
🏢 JobTrade
📍 Delhi