Sales Executive

1. Sales & Lead Generation :

o Actively prospect and generate leads through various channels like cold

calling referrals and networking.

o Identify and target potential customers who are interested in loan products

such as personal loans home loans business loans or car loans.

o Meet or exceed sales targets and key performance indicators (KPIs)

related to loan sales.

2. Customer Consultation :

o Conduct meetings or calls with potential clients to assess their financial

needs and recommend suitable loan products.

o Provide detailed information about the features benefits terms and

conditions of the loan products available.

o Explain the application process interest rates repayment schedules and

any other relevant loan-related details to clients.

3. Loan Application Assistance :

o Guide customers through the loan application process ensuring all

necessary documentation is collected.

o Help clients fill out application forms gather necessary paperwork and

provide ongoing support throughout the approval process.

4. Customer Relationship Management :

o Build and maintain strong relationships with clients by providing excellent

customer service and follow-up.

o Address customer queries and concerns promptly to maintain a high level

of satisfaction.

o Provide after-sales support ensuring the customer is satisfied with their

loan product and the process.

5. Documentation and Compliance :

o Ensure all loan documentation is complete and accurate before

submission to the processing or underwriting department.

o Maintain records of loan transactions and ensure all sales activities

comply with company policies regulatory requirements and legal

standards.

o Work closely with the legal and compliance teams to ensure all loans meet

the necessary requirements.

6. Collaboration with Other Teams :

o Collaborate with credit and underwriting teams to assess loan eligibility

and assist in the approval process.

o Work closely with other departments like marketing operations and

customer service to ensure smooth loan processing and client satisfaction.

7. Market Research :

o Stay up-to-date with industry trends competitors loan offerings and

market conditions to better understand customer needs and enhance

sales efforts.

o Suggest new loan products or modifications to existing products based on

customer feedback and market demand.

Key Skills

Business Development,Customer Service,Revenue Growth,Cloud,Account Management,CRM,New Customers,ROI,Sales Activities,Territory,Business Relationships,Sales Floor,Sales Goals,Sales Process,New Clients

Employment Type : Full Time

Experience : years

Vacancy : 1