Loan Sales & Relationship Executive

Location: Kochi, Kerala

Employment Type: Full-time

About the Role

We are looking for a motivated and result-oriented Loan Sales & Relationship Executive to join our team. The role involves handling qualified customer leads, understanding their existing loan obligations, identifying suitable financial solutions, and coordinating with banks to successfully process and close loan cases.

Key Responsibilities

- Call and follow up with leads provided by the company.
- Understand customers' existing loans, interest rates, outstanding amounts, EMIs and financial requirements.
- Explain suitable loan solutions clearly and professionally to customers.
- Generate interest, handle customer queries and convert leads into successful loan cases.
- Collect and verify the required customer and loan-related documents.
- Coordinate with banks and financial institutions throughout the loan processing cycle.
- Liaise with bank relationship managers, credit teams, operations teams and customers to ensure smooth processing.
- Follow up on applications, documentation, approvals, sanction and disbursement.
- Maintain regular communication with customers and provide updates throughout the process.
- Ensure cases are followed through from the initial lead stage until successful closure/disbursement.
- Maintain accurate records of leads, follow-ups and case status.

What We're Looking For

- Good communication and interpersonal skills.




- Solid follow-up and negotiation abilities.
- Sales-oriented and target-driven mindset.
- Ability to build trust and maintain professional relationships with customers.
- Willingness to make calls and actively follow up with leads.
- Ability to coordinate effectively with banks and multiple stakeholders.
- Basic understanding of loans, EMIs, interest rates and financial products is an advantage.
- Prior experience in banking, NBFC, loan sales, financial services, telecalling or relationship management will be an advantage.
- Freshers with strong communication and sales skills may also apply.

Compensation

- Decent Fixed Salary
- Attractive Performance-Based Incentives
- High earning potential for individuals who consistently convert leads into successful cases.

Your earning potential increases with your performance — the more successful cases you close, the more you can earn. Why Join Us?

- Work in the growing financial services and loan advisory sector.
- Get hands-on exposure to the complete loan lifecycle.
- Work directly with banks and financial institutions.
- Attractive incentives linked directly to performance.
- Opportunity to build a strong career in loan sales and relationship management.

If you are confident, persuasive, good at building customer relationships and hungry to earn based on your performance, we'd like to hear from you. Pay: ₹15,000.00 - ₹100,000.00 per month

Work Location: In person

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