- Engage with walk-in customers and cross-sell Personal Loans to existing bank account holders.
- Conduct direct field sourcing and business development activities to acquire new customers.
- Manage end-to-end loan application processing, documentation, and coordination with credit and operations teams for timely disbursement.
- Build relationships with high-net-worth individuals (HNIs) and corporate employees to drive loan volume.
- Tele sales / Inside Sales:
- Perform outbound calling on pre-screened leads provided by the bank.
- Explain loan eligibility, interest rates, tenure options, and benefits clearly to prospective borrowers.
- Follow up with interested leads to collect necessary digital documents and complete online application forms.
- Meet weekly and monthly call-time, lead conversion, and disbursal targets.
Eligibility & Key Requirements
- Education: Graduate in any discipline (Business, Commerce, or Finance background preferred).
- Experience: 03 years of experience in Retail Sales, B2C Sales, Loans, or Financial Services.
- Skills Required:
- Strong communication and interpersonal skills in English and regional languages.
- Valuable negotiation, persuasion, and customer relationship management abilities.
- Basic understanding of financial products, credit criteria, and loan documentation.
📌 Sales Executive (Mumbai)
🏢 Axis Bank
📍 Mumbai
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