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 solid 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.
Solid relationship-building and convincing skills.
Comfortable with customer interaction and sales activities.

Preferred candidate profile

📌 Personal Loan Executive Pune
🏢 Tata Capital
📍 Pune