Job Role

- Loan Sales Executive

- Handle sales activities for Business Loans and other loan products.

- Generate and follow up on leads through calls, referrals, and other sources.

- Understand customer financial requirements and recommend suitable loan products.

- Explain loan features, eligibility criteria, documentation, and applicable terms to customers.

- Maintain regular follow-ups with prospective customers and work towards converting leads into successful applications.

- Coordinate with internal teams for smooth loan processing and disbursement.

- Maintain accurate customer and lead records.

Key Responsibilities

Loan Sales

- Promote and sell Business Loan products.

- Generate and qualify potential loan leads.

- Explain loan products and eligibility requirements to customers.

- Follow up with interested customers and convert leads into applications.

- Assist customers with required documentation and loan processing.

- Achieve assigned sales and disbursement targets.





Customer Handling

- Understand customer requirements and financial profiles.

- Maintain professional communication with prospective and existing customers.

- Resolve basic customer queries related to loan products.

- Maintain robust customer relationships and ensure timely follow-ups.

Candidate Requirements

- Minimum 1 year of experience in loan sales or a related sales role.

- Knowledge of Business Loans is preferred.

- 12th Pass qualification.

- Basic English communication skills.

- Good communication and convincing skills.

- Target-oriented and self-motivated approach.

- Basic understanding of loan sales and financial products.

Job Details

- Department: Banking / Insurance / Financial Services

- Role / Category: Banking / Loan Sales

- Employment Type: Full-Time

- Shift: Day Shift

📌 Field Sales Officer (Delhi)
🏢 JobTrade
📍 Delhi