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, perks, 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 quick-paced sales setting.

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