Job Responsibilities
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 current 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 (India)
🏢 The Professional World
📍 India
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