Role & responsibilities

- Generate leads and identify potential customers for personal loans.

- Understand customer requirements and explain suitable loan products.

- Achieve monthly sales, login, sanction and disbursement targets.

- Collect and verify customer documents as per company guidelines.

- Log loan applications in the system and coordinate the process until disbursement.

- Follow up with customers and internal Credit & Operations teams.

- Build strong customer relationships and generate repeat/referral business.

- Cross-sell relevant financial products wherever applicable.

- Develop relationships with vendors/channel partners for business generation.

- Ensure all activities follow company policies, SOPs and applicable regulatory requirements.

Candidate Profile:

- Graduate/Undergraduate candidates can be considered depending on the role.

- Positive communication and customer-handling skills.

- Target-oriented and self-motivated.

- Freshers and candidates with sales/BFSI/loan-sales experience may be considered for applicable openings.

- Strong relationship-building and convincing skills.

- Comfortable with customer interaction and sales activities.

Preferred candidate profile

📌 Personal Loan Executive (Pune)
🏢 Tata Capital
📍 Pune