Team Leader – Loan Sales

Company: Parth Solutions

Department: Sales – Loan DSA

Job Location: Kanpur, Uttar Pradesh

Job Type: Full-Time

Reporting To: Sales Manager / Business Head

1. Job Summary

We are looking for a result-oriented and experienced Loan Sales Team Leader to manage and drive a team of telecallers and loan sales executives. The candidate will be responsible for achieving monthly business targets, improving team productivity, monitoring lead conversion, and ensuring smooth processing of loan applications from lead generation to disbursement.

2. Products

Personal Loans

Business Loans

Machinery Loans

Loan Against Property (LAP)

Other lending products offered by the company

3. Key Responsibilities

A. Team Management

Lead, manage, and motivate a team of loan sales executives and telecallers.

Allocate leads and monitor daily calling, follow-ups, and conversions.

Conduct daily team huddles and regular performance reviews.

Ensure discipline, attendance, productivity, and achievement of individual targets.

B. Sales & Target Achievement

Achieve monthly disbursement and revenue targets assigned to the team.

Drive lead conversion through effective follow-up and customer engagement.

Identify potential customers for Personal Loans and Business Loans.

Monitor the complete sales funnel, from lead generation to login, approval, and disbursement.

Develop strategies to improve conversion rates and reduce lead drop-offs.

C. Loan Process Management

Guide team members on customer eligibility, documentation, credit profiles, and loan processes.

Coordinate with banks, NBFCs,



and internal processing teams.

Track pending applications, approvals, rejections, and disbursements.

Resolve process-related issues and escalate cases wherever necessary.

D. Training & Development

Train new and existing team members on product knowledge and sales techniques.

Conduct call audits and provide feedback to improve communication and conversion.

Coach team members on objection handling, negotiation, and closing techniques.

Ensure the team follows professional customer-handling practices.

E. Reporting & MIS

Prepare daily, weekly, and monthly sales reports.

Track team-wise and employee-wise calling, leads, login, approval, and disbursement.

Monitor target achievement, productivity, conversion ratios, and pending cases.

Share regular performance updates with management.

F. Compliance & Customer Service

Ensure accurate customer information and proper documentation.

Follow company policies and applicable banking/NBFC guidelines.

Prevent mis-selling and misleading commitments regarding interest rates, eligibility, or loan approvals.

Maintain customer confidentiality and ensure professional customer service.

4. Required Skills & Qualifications





Graduate in any discipline; candidates with relevant experience will be preferred.

2–4 years of experience in loan sales, banking, NBFC, or DSA operations.

At least 1 year of team-handling experience preferred.

Solid knowledge of Personal Loans and Business Loans.

Excellent communication, leadership, and problem-solving skills.

Ability to manage sales targets and work in a target-driven environment.

Knowledge of CRM systems, Excel, and sales MIS.

Experience in handling telecalling teams and coordinating with banks/NBFCs.

5. Key Performance Indicators (KPIs)

Monthly team disbursement and revenue achievement.

Number of quality leads generated and converted.

Loan login-to-approval and approval-to-disbursement ratios.

Individual team member productivity.

Follow-up efficiency and pending case management.

Customer satisfaction and complaint resolution.

Call quality, compliance, and team retention.

6. Ideal Candidate Profile

The ideal candidate should be proactive, disciplined, target-oriented, and capable of building a high-performing loan sales team. The candidate must demonstrate strong leadership, effective follow-up management, and the ability to consistently achieve business targets without compromising customer service or compliance.

7. Compensation

Salary: As per experience and company policy.

Performance-based incentives linked to business achievement and applicable company incentive rules.

Apply Now: Interested candidates may share their updated resume with the HR department of Parth Solutions.

📌 Sales Team Leader (Kanpur)
🏢 Parth solutions
📍 Kanpur