Department: Loan & Financial ServicesJob Role: Sales Executive / Loan Relationship Executive
Products & Services
Loan Against Property (LAP)
Balance Transfer (BT) Loan
Car Loan
Used Car Loan
Job Responsibilities
Generate current customer leads through calling, references and field marketing.
Explain loan products, eligibility, interest rates and documentation to customers.
Collect customer documents and check basic eligibility.
Prepare and complete loan files.
Login loan applications with banks and NBFCs.
Follow up with customers, banks and financial institutions.
Coordinate with credit and operation teams until loan disbursement.
Maintain daily lead and login reports.
Monthly Target
Minimum monthly login target 5 Files
Minimum 5 loan files per month
Across LAP, BT Loan, Car Loan and Used Car Loan products.
Business Incentive
Additional incentive on successful business generation.
Extra rewards for achieving monthly login targets.
Special incentives on loan disbursement.
Higher business performance may qualify for additional bonuses.
Incentives will be paid as per company policy.
Required Skills
Positive communication and convincing skills.
Basic knowledge of loan products.
Customer handling and follow-up skills.
Basic computer and internet knowledge.
Target-oriented working attitude.
Performance Expectations
Minimum 5 files logged in every month.
Regular lead generation and customer follow-up.
Quality leads and genuine customer documentation.
Focus on login, approval and disbursement.
Job Profile Summary
Position: Loan Sales ExecutiveWork: Lead Generation + Customer Handling + File Login + Business DevelopmentProducts: LAP, BT Loan, Car Loan, Used Car LoanTarget: 5 Files Per MonthIncentive: Performance & Business Based Job Types: Full-time, Walk-In