We are looking for a motivated and target-oriented Banking/Loan Sales Executive to drive loan sales through field visits, customer acquisition, relationship management, and channel partner development. The candidate will be responsible for promoting loan products, generating new business opportunities, coordinating loan processing, and supporting smooth loan disbursal while maintaining credit quality.

Key Responsibilities Conduct field visits to meet prospective and existing customers.

Explain suitable loan products and their features to customers.

Generate new leads through field visits, referrals, networking, and local market activities.

Achieve assigned sales and business growth targets.

Build and maintain strong relationships with customers through regular meetings and follow-ups.

Generate additional business through customer referrals and existing customer networks.

Identify customers who may be eligible for home loans and other financial products.

Coordinate with the Credit Team for smooth loan processing, approval, and disbursal.

Follow up on customer documentation and pending requirements.

Maintain the required credit quality while sourcing loan applications.

Onboard and maintain relationships with new channel partners.

Identify and develop new agents, connectors, and business sources.

Identify new housing projects and add approved projects (APFs) to the business network.

Generate loan applications through housing projects, agents, channel partners, and other sources.

Maintain accurate records of leads, customer interactions, applications, and sales activities.





Provide regular updates regarding sales performance, customer follow-ups, and business development activities.

Experience Job Requirements

Minimum 1 year of relevant experience in banking, loan sales, financial services, or related sales roles.

Education Graduate in any discipline.

Product Knowledge Gold Loan Sales

Business Loans

Housing Loans

Personal Loans

Credit Cards

Required Skills Customer acquisition and lead generation.

Loan sales and financial product sales.

Field sales and customer relationship management.

Strong follow-up and conversion skills.

Basic communication and negotiation skills.

Ability to meet sales targets.

Channel partner and agent onboarding.

Knowledge of local markets and customer networks.

Ability to coordinate with credit and internal teams.

Willingness to travel for field sales activities.

Preferred Candidate Profile Candidates with at least 1 year of experience in banking or financial product sales.

Candidates with experience in housing loans, personal loans, business loans, gold loans, or credit card sales.

Candidates who are confident in meeting customers and conducting field sales activities.

Candidates with good relationship-building and follow-up skills.

Candidates who are comfortable working with sales targets and business development activities.

Candidates who can develop recent customer and channel partner networks.

Walk-in Interview Details Interview Date: 28 Aug 2026 – 11 Sep 2026

Interview Time: 10:00 AM – 04:00 PM

Apply for the job and call HR to confirm the interview.

📌 Relationship Officer, Begur (Bengaluru)
🏢 JobTrade
📍 Bengaluru