- Role: Personal Loan Executive
- Department: Banking, Financial Services, and Insurance (BFSI)
- Summary: Drive customer acquisition, explain loan terms, collect documentation, and coordinate credit approvals.

✅ Key Responsibilities

- Lead Generation: Source prospective clients via outbound calling, databases, and referrals.
- Product Pitching: Explain interest rates, eligibility criteria, and loan tenures.
- Documentation: Collect and verify KYC, salary slips, and bank statements.
- Coordination: Liaison with underwriting and credit teams for speedy file clearance.
- Target Achievement: Meet monthly conversion, login, and disbursement quotas.

? Requirements & Skills

- Education: Minimum 12th Pass; Graduate preferred.
- Experience: 0 to 2 years in financial sales, telecalling, or DSA (Direct Selling Agent) coordination.
- Skills: Valuable verbal communication, negotiation, and basic financial literacy.
- Compensation Range: ₹15,000 to ₹25,000

📌 Loan Executive (Noida)
🏢 Money Matters
📍 Noida