Job Title: Senior Sales Agent – Banking & Loan Products

Industry: Banking, Financial Services & Insurance (BFSI)

Role Overview

- We are looking for an experienced sales professional with strong knowledge of loan products across Indian public-sector banks, private banks and NBFCs.
- The candidate should confidently guide customers through loan selection, application, documentation, approval and disbursement, with clear and professional communication.

Key Responsibilities

- Generate leads, understand customer requirements and recommend suitable loan products.
- Handle home loans, personal loans, business loans, loans against property, vehicle loans and other secured and unsecured lending products.
- Compare lender offerings, including interest rates, eligibility criteria, tenure, processing fees and repayment terms.
- Assess customers’ financial profiles, income documents, credit history and borrowing requirements.
- Coordinate with bank relationship managers, credit teams and operations teams for timely processing and disbursement.
- Maintain accurate customer records, application updates and follow-ups in the CRM.




- Achieve agreed sales and disbursement targets while maintaining customer satisfaction.
- Explain loan terms transparently, protect customer information and follow applicable compliance requirements.

Required Experience & Skills :
- Preferably 4+ years of experience in loan sales, banking, financial services or a loan distribution/DSA business.
- Strong working knowledge of lending policies and processes across multiple Indian banks and NBFCs.
- Established relationships with bank representatives and lending partners.
- Valuable verbal and written communication skills, with the ability to explain financial products in simple language.
- Professional proficiency in English and Hindi; knowledge of the local language is an advantage.
- Strong customer handling, negotiation, follow-up and sales closure skills.
- Working knowledge of CRM tools, MS Excel and digital loan application platforms.

Qualification

- Graduate in any discipline; a background in commerce, finance or business administration is preferred.

Pay: ₹25,000.00 - ₹50,000.00 per month

Benefits

- Paid sick time
- Paid time off

Work Location: In person

📌 Senior Sales Agent – Banking & Loan Products (Hyderabad)
🏢 Triovest Finance Advisory
📍 Hyderabad