Role Overview The Business Loan Sales Executive is responsible for driving the sales of business loans within the designated regions of Ahmedabad, Rajkot, and Surat. This role involves engaging with potential clients to assess their financing needs, providing expert advice on loan products, and facilitating the loan application process to achieve sales targets.

Duties and Responsibilities - Identify and engage potential business clients through various channels to promote business loan products.

- Conduct comprehensive assessments of client financial situations to recommend suitable loan options.
- Prepare and deliver presentations on available business loan products and benefits.
- Guide clients through the loan application process, ensuring all documentation is complete and accurate.
- Collaborate with internal teams to facilitate credit evaluations and approvals for loan applications.
- Maintain up-to-date knowledge of market trends, competitive landscape, and regulatory changes affecting business loans.




- Develop and maintain relationships with clients to ensure high levels of customer satisfaction and retention.
- Achieve monthly sales targets while adhering to company policies and compliance requirements.

Required Qualifications - Proven experience in business loan sales or a related financial services field is preferred.

- Strong understanding of various business loan products and financial analysis.
- Excellent communication skills, both verbal and written, to convey complex information clearly.

Desired

Attributes - Robust analytical skills with the ability to evaluate client needs effectively.

- High level of professionalism and ethical standards in all interactions.
- Proficiency in using CRM software and other relevant tools for tracking sales activities.

Industry

NBFC ( Non Banking Financial Services )

Department

Pre - Sales

📌 Business Loan Sales Executive (Ahmedabad)
🏢 SKILLVENTORY
📍 Ahmedabad