- Key ResponsibilitiesGenerate leads through field sales, telecalling, referrals, and customer visits.
- Promote loan products such as Personal Loans, Home Loans, Business Loans, Loan Against Property (LAP), and Vehicle Loans.
- Identify prospective customers and understand their financial needs.
- Explain loan eligibility, interest rates, repayment terms, processing fees, and documentation requirements.
- Collect and verify customer documents, including KYC and income proofs.
- Assist customers with loan applications and coordinate with credit, operations, and underwriting teams.
- Follow up on applications to ensure timely processing and disbursement.
- Achieve monthly sales targets for loan sourcing and disbursement.
- Maintain customer relationships and generate repeat business and referrals.
- Ensure compliance with banking policies, RBI guidelines, KYC norms, and internal procedures.
- Maintain accurate sales records, lead reports, and customer follow-up details.
- Eligibility CriteriaEducation: Graduate in any discipline; a degree in Finance, Commerce, or Business Administration is preferred.
- Experience:



0–3 years in banking sales, loan sales, financial services, or customer acquisition. Freshers may be considered for entry-level roles.
- Positive communication, negotiation, and interpersonal skills.
- Knowledge of loan products, customer handling, and basic financial calculations.
- Ability to work under sales targets and deadlines.
- Willingness to travel for field sales, where required.
- Required SkillsSales and lead generation
- Customer relationship management
- Loan documentation and processing
- KYC and basic credit assessment
- Negotiation and convincing skills
- Target achievement and follow-up
- Basic computer skills and CRM reporting
- Key Performance Indicators (KPIs)Monthly loan sourcing and disbursement targets
- Number of leads generated and converted
- Customer acquisition and conversion ratio
- Quality of loan applications submitted
- Turnaround time for application processing
- Customer satisfaction and compliance standards

📌 Loan Executive (Bengaluru)
🏢 SBI SBOSS
📍 Bengaluru