Sales & Marketing Executive – Loan DSA

Company: Aurumedge Capital

Location: Bhubaneswar, Odisha

Job Type: Full-Time

Department: Sales & Business Development

Industry: Banking / Financial Services

Experience: 0–3 Years

Education: 12th Pass / Graduate

Salary: ₹12,000 – ₹25,000/month + Attractive Incentives

Job Summary

Aurumedge Capital is looking for energetic and target-oriented Sales & Marketing Executives to generate and convert loan leads.

The candidate will be responsible for customer calling, lead generation, field visits, customer meetings, loan product explanation, document collection, application follow-up and coordination with banks/NBFCs until disbursement.

This is a target-based sales role with attractive performance incentives.

Main Responsibilities

Lead Generation

- Generate new leads through calling, WhatsApp, references, digital marketing and field activities.
- Identify customers looking for Home Loan, LAP, Business Loan, Personal Loan and other financial products.
- Build a strong prospect pipeline.

Telecalling & Customer Conversion

- Make daily outbound calls.
- Understand customer financial requirements.
- Explain suitable loan products.
- Qualify prospects and arrange meetings.
- Follow up consistently until conversion.

Field Sales

- Visit customers when required.
- Meet business owners, property owners, salaried professionals and other potential borrowers.
- Develop relationships with property dealers, builders, CAs, business consultants and referral partners.
- Generate business through local networking.

Loan Processing Support

- Collect required customer documents.
- Check basic document completeness.




- Coordinate with the processing team.
- Follow up for pending documents.
- Track loan applications from login to disbursement.

Bank/NBFC Coordination

- Coordinate with lending partner Relationship Managers.
- Follow up regarding application status, credit assessment, sanction and disbursement.
- Keep customers updated throughout the process.

CRM & Reporting

- Update every lead in the CRM.
- Maintain accurate follow-up dates and lead status.
- Submit daily sales/activity reports.
- Ensure no genuine lead is missed.

Daily Activity Expectations

The candidate will be expected to:

- Make approximately 50–80 calls/day
- Generate new prospects every day
- Conduct follow-ups
- Schedule customer meetings
- Conduct field visits where required
- Generate referral leads
- Update CRM regularly
- Follow up on pending documents
- Track active loan applications
- Work toward monthly disbursement targets

Actual activity targets may vary based on lead availability and business requirements.

Loan Products

The candidate may work on:

- Home Loans
- Loan Against Property (LAP)
- Business Loans
- MSME Loans
- Personal Loans
- Working Capital Finance
- Other financial products offered through Aurumedge Capital's lending partners

Candidate Requirements





We are looking for someone who is:

- Target-oriented
- Confident in speaking with customers
- Comfortable with telecalling
- Comfortable with field visits
- Good at follow-ups
- Self-motivated
- Willing to learn financial products
- Good at relationship building
- Basic computer/smartphone literate
- Comfortable working with targets and incentives

Preferred Experience

Candidates with experience in:

- Loan DSA
- Banking
- NBFC
- Home Loan
- LAP
- Business Loan
- Personal Loan
- Insurance
- Credit Card Sales
- Real Estate
- Financial Services
- Telecalling
- Direct Sales

will be preferred.

Freshers with strong communication and sales ability can also apply.

Salary & IncentivesFixed Salary: ₹12,000 – ₹25,000/month

Additional: Performance-based incentives

Higher earning potential is available for candidates who consistently achieve loan disbursement targets.

Career Growth

Sales Executive

↓

Senior Sales Executive

↓

Relationship Manager

↓

Team Leader

↓

Sales Manager

Why Join Aurumedge Capital?

- Attractive performance incentives
- Banking & financial services exposure
- Sales and product training
- Growth opportunities opportunities
- Professional work environment
- Opportunity to develop a strong customer and referral network
- Performance-based growth

Apply If You Are

Hungry to sell + Comfortable with calling + Comfortable with field work + Strong in follow-up + Motivated by incentives.

If you are looking for a serious career in Banking, Loans & Financial Services, we would like to hear from you.

📌 Sales & Marketing Executive (Bhubaneswar)
🏢 Aurumedge Advisory Private
📍 Bhubaneswar