Key Responsibilities

- Client Acquisition: Prospect for new clients, map catchment areas, and convert leads into customers.
- Needs Assessment: Understand customer financial situations, creditworthiness, and repayment capacity.
- Product Offering: Recommend appropriate personal loan products and explain terms, conditions, and benefits.
- Application Management: Collect documents, verify information, process applications, and coordinate with underwriting for approvals.
- Customer Service: Provide excellent service, keep clients updated on status, and build long-term relationships for referrals.
- Sales Targets: Meet individual and team sales targets and drive profitable growth.
- Compliance & Records: Maintain accurate records, ensure adherence to regulations, and handle confidential information.





Essential Skills & Qualifications

- Sales Acumen: Proven sales ability, negotiation skills, and a drive to meet targets.
- Communication: Robust interpersonal and communication skills.
- Financial Knowledge: Basic understanding of loan products, credit, and financial analysis.
- Detail-Oriented: Accuracy in processing documentation and maintaining records.
- Software Proficiency: Familiarity with financial software and CRM tools.
- Education: Often requires a high school diploma; a degree in finance or business is a plus.
- Experience: Previous experience in sales, banking, or lending is beneficial.

📌 Personal Loan Executive (Noida)
🏢 Netambit Infosource And E Services Private
📍 Noida