Job Title: Loan Sales Executive Role Overview The Loan Sales Executive is responsible for driving sales in home loans, loan against property, and various personal financing products. This role entails engaging with potential clients in an open market setting, ensuring compliance with internal policies and external regulations while delivering accurate information related to housing finance. The executive will play a pivotal role in facilitating the financial needs of customers through effective communication and sales strategies.

Duties and Responsibilities - Conduct field sales activities to promote home loans, loan against property, and secured loan products.

- Develop and maintain relationships with potential clients to drive direct sales.
- Provide detailed and accurate information regarding home finance options and insurance products.
- Identify customer needs and recommend appropriate loan solutions to meet those needs.
- Ensure all sales processes comply with regulatory requirements and company standards.




- Maintain up-to-date knowledge of housing finance trends, products, and market dynamics.
- Assist clients throughout the application process, ensuring timely follow-up and documentation.
- Prepare reports on sales activities, client interactions, and market feedback for management review.

Required Qualifications - Bachelors degree or equivalent experience in a relevant field is preferred.

- Strong understanding of home loans, personal loans, and housing finance products.
- Proficiency in field sales techniques within financial services.

Desired

Attributes - High level of integrity and professionalism in all client interactions.

- Excellent communication skills with the ability to convey complex information clearly.
- Robust analytical skills to assess customer requirements effectively.
- A proactive approach to generating leads and closing sales opportunities.

Industry

Financial Services

Department

Securities Trading

📌 Loan Sales Executive (Bengaluru)
🏢 Numeric Infosystem
📍 Bengaluru