Job Role

- Loan Sales Executive

- Promote and sell Personal Loans and Business Loans through outbound calls.

- Contact potential customers and understand their financial and loan requirements.

- Explain loan products, features, benefits, eligibility criteria, and terms to prospective customers.

- Evaluate basic customer eligibility based on the required criteria.

- Generate and convert leads through effective calling and regular follow-ups.

- Collect required customer information and documentation for loan processing.

- Coordinate with internal teams to ensure smooth and timely loan processing.

- Follow up with customers throughout the application and approval process.

- Achieve assigned sales and conversion targets.

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

- Focus on achieving targets and maximising incentive earnings.

Key Responsibilities

Loan Sales & Lead Conversion:

- Make outbound calls to prospective customers.

- Pitch Personal Loans and Business Loans according to customer requirements.

- Handle customer queries and provide accurate product information.

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





- Maintain a strong sales pipeline and achieve assigned targets.

Customer & Loan Processing

- Understand customer financial requirements and assess basic loan eligibility.

- Collect necessary information and documents from customers.

- Coordinate with the concerned teams for loan processing.

- Track application status and follow up on pending requirements.

- Ensure a smooth customer experience from application to loan processing.

Job Requirements

- Education: Graduate.

- Experience: 3–4 years of relevant experience.

- Languages: Excellent communication skills in English and Hindi.

- Strong sales and customer-handling skills.

- Target-oriented and self-motivated approach.

- Strong follow-up and convincing abilities.

- Passion for achieving sales targets and earning incentives.

- Ability to work in a fast-paced sales environment.

Job Details

- Employment Type: Full Time.

- Shift: Day Shift.

- Working Days: 6 days a week.

- Products: Personal Loans and Business Loans.

- Sales Channel: Outbound Calling.

- Benefits: Attractive Incentives, Growth opportunities, and Rewarding Work Environment.

📌 Business Loan Sales (Delhi)
🏢 JobTrade
📍 Delhi