A personal loan sales job description outlines the duties of finding customers, meeting monthly targets, and managing loan applications from start to finish. [1, 2]
Key Responsibilities
Lead Generation: Find current customers through direct outreach, branches, or channel partners like Direct Selling Agents (DSAs).
Sales Execution: Explain personal loan features, interest rates, and eligibility terms to interested buyers.
Loan Processing: Handle end-to-end applications, from initial login on banking portals to final disbursement.
Risk & Compliance: Prevent fraud and work with credit teams to maintain portfolio quality and reduce early defaults.
Target Achievement: Meet or exceed monthly, quarterly, and yearly revenue and volume goals.