Sales Executive – Loan Sourcing

Grow Wealth Tree

Location: Agra (with travel across Agra, Mathura, Jhansi, Prayagraj, Lucknow, Kanpur, Aligarh, Gwalior as required)

Employment Type: Full time, target-based

Reporting To: Zonal Head, Agra Zone

About the Role

Grow Wealth Tree is a DSA network sourcing home loans, LAP, personal loans, business loans, and other secured/unsecured credit products through a channel partner network of 120+ lending partners. We are hiring a Sales Executive to generate and close loan files across categories, working directly with customers and referral sources.

Key Responsibilities
Source loan applications across home loans, LAP, personal loans, and business loans from open market, referrals, and channel partners
Meet prospective borrowers, understand their credit requirement, and guide them to the right lending product and partner
Coordinate with the credit desk for document collection, eligibility checks, and file scrutiny
Follow up with lending partners to track file status from login to disbursement




Build and maintain a referral network (builders, CAs, property dealers, existing customers)
Achieve monthly disbursement targets across assigned product categories
Maintain accurate records of leads, conversions, and pipeline status

Requirements
Prior experience in loan sourcing, DSA sales, or banking/NBFC sales preferred
Solid local market knowledge and existing referral contacts a plus
Comfortable with target-based, incentive-linked compensation
Valuable communication and follow-up discipline
Two-wheeler and smartphone required for fieldwork

Compensation & Target

Fixed Salary: ₹25,000/month

Minimum Monthly Target: ₹50 lakh disbursement, across all product categories combined

Incentive is payable only on disbursement value achieved above the ₹50 lakh minimum,

Pay: ₹20,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Sales Representative Agra
🏢 Grow Wealth Tree
📍 Agra