- Lead Generation & Sourcing: Find current customers through field visits, open markets, cold calling, telesales, or digital/inbound channels

- Partner Networking: Build and maintain relationships with real estate agents, builders, direct selling agents (DSAs), and corporate clients for repeat business and referrals

- Product Pitching: Explain various loan schemes, interest rates, eligibility terms, and repayment structures to prospective clients

- Document Verification: Collect, check, and pre-verify mandatory customer financial documents (KYC, income proof, tax returns) before submission

- File Processing & Coordination: Prepare and submit loan files to the underwriting and credit teams, then follow up through sanction and final disbursement

- Target Achievement: Consistently hit or exceed assigned volume, revenue, and portfolio quality targets





Required Skills & Qualifications

- Education: Bachelor’s degree in Finance, Business Administration

- Experience: 1 to 3 years of background in retail banking, financial services, or field sales (lending industry preferred).

- Communication Skills: Strong verbal and interpersonal skills

- Technical Knowledge: Understanding of loan products, interest rate mechanics, banking software, and Customer Relationship Management (CRM) tools.

- Traits: Goal-oriented mindset, resilience and high ethical standards for handling sensitive data

Pay: ₹10,000.00 - ₹34,000.00 per month

Benefits

- Cell phone reimbursement

- Provident Fund

Work Location: In person

📌 Loan Sales Executive (Vashi)
🏢 HR9
📍 Vashi