Role & responsibilities
Generate leads and acquire current customers for business, vehicle, working capital or other loan products.
Explain loan products, eligibility criteria, interest rates, fees, tenure, and repayment terms to customers.
Identify customer financial requirements and recommend suitable loan products.
Arrange field visits, customer meetings, and follow-ups to convert leads into applications.
Collect and verify KYC, income, employment, banking, and other required documents.
Coordinate with credit, operations, and verification teams for timely processing of loan applications.
Maintain regular follow-ups with customers from application through approval and disbursement.
Achieve monthly and quarterly sales targets for loan disbursements.
Maintain accurate records of leads, applications, approvals, disbursements, and customer interactions.




Ensure all sales activities comply with company policies, lending guidelines, and regulatory requirements.
Build and maintain relationships with existing and prospective customers, dealers, agents, and referral partners.
Identify cross-selling and referral prospects for other financial products.
Monitor pending applications and resolve customer or documentation issues promptly.
Prepare daily/weekly sales reports and provide updates to the reporting manager.
Maintain a high standard of customer service and handle customer queries professionally.
Stay updated on changes in loan products, market conditions, competitor offerings, and lending policies.

📌 Loan Sales Executive Indore
🏢 Satnam Transport
📍 Indore