My Money Mantra - Team Leader - Personal Loan Sales

Key Responsibilities :

Team Leadership & Target Achievement :

• Lead and supervise a team of sales executives across loan products (Personal, Business, Home Loans, etc.
• Set and monitor individual and team sales targets.
• Motivate and guide the team toward consistent achievement of targets and productivity.

Channel & DSA Management :

• Source business through DSA channels, referrals
• Build and maintain strong relationships with DSAs and other sales partners.
• Ensure proper onboarding and training of new DSAs and agents.

Sales Execution & Customer Management :

• Guide the team through the sales process - from lead generation to file login and disbursal.
• Resolve escalations and ensure smooth customer experience throughout the loan lifecycle.
• Support in documentation and KYC collection processes.

Reporting & Coordination :

• Monitor and review daily sales activities, pipeline status, and lead conversions.
• Prepare MIS reports and daily dashboards for internal tracking and review.
• Coordinate with internal teams (Operations, Credit, and Disbursement) for smooth process flow.
• Responsibilities include training and mentoring team members, monitoring performance, handling escalated customer issues, and collaborating with other departments to optimize processes.
• Ability to analyze data and metrics to drive strategic decisions. Knowledge of Financial Products, especially personal loans.
• Minimum 2-4 years in loan sales with strong exposure to DSA models
• Proven experience in products like Personal Loans, Business Loans, or Home Loans
• Strong communication, leadership, and field sales skills
• Basic understanding of credit processes and financial documentation

(ref : iimjobs.com)