The Sales Manager will be responsible for overseeing the loan sales pipeline end-to-end, ensuring smooth coordination between customers, relationship managers, and partner banks. This role requires a mix of strategic relationship management, sales leadership, and problem-solving to maximize loan disbursements and customer satisfaction.
Key Responsibilities
Customer Engagement
- Oversee and monitor all incoming leads (inbound, outbound, referral, and digital).
- Ensure Relationship Managers are effectively engaging and converting customers.
- Step in personally for high-ticket customers or escalated cases to drive closures.
Bank & Partner Coordination
Act as the primary liaison between Accrefin and partner banks / NBFCs.Maintain strong relationships with bank credit managers and sales teams.Negotiate competitive interest rates and terms on behalf of customers.Resolve bottlenecks in documentation, approval, or disbursal processes.Sales Leadership
Allocate leads across Relationship Managers and monitor progress.Track disbursement pipelines and ensure no lead leakage.Set and monitor sales KPIs (lead-to-disbursal conversion, TAT, disbursement value).Provide ongoing guidance and training to junior staff (RMs & telecallers).Performance & Reporting
Deliver on monthly / quarterly sales targets.Suggest process improvements to increase efficiency and customer satisfaction.Candidate Requirements
Minimum 2+ years of experience in loan sales / DSA / NBFC / bank loan products (home loan, personal loan, LAP, business loan, or corporate loan).Proven track record of managing bank / NBFC relationships and achieving sales / disbursement targets.Strong understanding of credit processes, KYC, and compliance in retail / corporate loans.Excellent negotiation and communication skills.Leadership mindset with ability to manage a small team (RMs, telecallers) .Bengaluru-based or willing to work from the Jayanagar office .Compensation & Benefits
Fixed Salary : Industry-standard,Performance Incentives : Linked to loan disbursement volumes, conversion ratios, and team performance.Benefits : Standard leave policy, professional training, and career growth opportunities.Growth Path
This role offers a fast-track career opportunity :
Sales Manager → Zonal Manager → Head of Sales (Retail / SME / Corporate Loans).