- Generate leads for business loans, working capital, secured and unsecured loans.
- Visit prospective clients and meet business owners/promoters.
- Understand the client's loan requirement and basic financial profile.
- Explain suitable loan and funding options.
- Generate leads through market visits, references, databases, and other channels.
- Collect preliminary documents and client information.
- Coordinate with the internal team for login, processing, approval, and disbursement.
- Follow up with clients regularly until loan disbursement.
- Maintain daily records of leads, meetings, applications,
and follow-ups.
- Achieve monthly lead-generation and loan-disbursement targets.
- Build long-term relationships with clients and generate referrals.
Requirements
- Graduate preferred; freshers are welcome.
- Valuable communication and convincing skills.
- Comfortable with field visits and meeting new clients.
- Target-oriented and self-motivated.
- Basic knowledge of MS Excel/Word.
- Experience in loan sales, banking, NBFC, field sales, or financial services is an advantage.
Skills Loan Sales | Field Sales | Lead Generation | Client Acquisition | B2B Sales | Communication | Follow-up | Relationship Management | Financial Services
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
📌 Filed Executive (Nehru Place)
🏢 The Professional World
📍 Nehru Place
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