Key Responsibilities
Client Acquisition: Prospect for recent 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 advantages.
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