Accrefin is a marketplace with partners across all major banks and NBFCs in India. We connect customers with the most suitable loan solutions through our strong partner network. We’re seeking a driven Business Development Executive to expand our reach, acquire new channel partners, and strengthen our offline loan sales network. Key Responsibilities – Offline & Field Sales Identify and approach potential channel partners (DSAs, real estate agents, financial consultants, and other referral sources) to partner with Accrefin. Build and maintain strong, long-term relationships with partners to generate a consistent flow of loan customers. Conduct in-person meetings with potential clients and partners to present Accrefin’s loan products, eligibility criteria, and benefits. Actively participate in field visits, networking events, and local market activities to strengthen brand visibility. Generate leads through offline networks, community connections, and referral channels . Follow up with prospective customers and partners through in-person visits to ensure smooth onboarding and loan closure. Collaborate with banks, NBFCs, and internal teams for loan processing, documentation, and partner support. Achieve monthly targets for partner acquisition, lead generation, and loan disbursements . Provide timely market feedback and activity reports to the management team. Ensure compliance with all banking regulations and company policies during field operations. Requirements Experience : 1–2 years in field sales/business development, preferably in Banking, Financial Services, or DSA channel management. Strong understanding of loan products (Home Loan, Business Loan, Personal Loan, etc.). Proven ability to meet and exceed sales targets. Excellent communication, negotiation, and relationship-building skills. Self-motivated and comfortable with extensive fieldwork. Good local market knowledge in Bengaluru and surrounding areas. Basic proficiency in MS Office and CRM tools. Preferred Skills Existing network of DSAs or financial partners in Bengaluru/Karnataka. Prior experience liaising with banks and NBFCs. Ability to work independently with minimal supervision. Compensation Competitive salary: ₹2.5–4.5 LPA + attractive incentives based on performance. Job Type: Full-time Pay: ₹20,000.00 - ₹37,000.00 per month Benefits: Health insurance Application Question(s): Do you have at least 1–2 years of experience in field sales or business development? Have you worked with loan products (Home Loan, Business Loan, Personal Loan) or in the DSA/BFSI sector before? Have you worked in a role with monthly sales or partner acquisition targets? Work Location: In person
Role Overview As a Telecaller (Loan Sales) , you will be the first point of contact for customers. Your role is to warm up and qualify leads , collect essential loan requirements, and pass them to Relationship Managers for closure. You will also follow up with customers to ensure documentation readiness and support faster disbursals. Key Responsibilities Make outbound calls to potential customers and handle inbound loan inquiries. Explain loan products (Home Loans, LAP, Personal Loans, Business Loans) in simple terms. Collect and verify preliminary customer details (income, eligibility, requirement). Qualify leads and schedule appointments for Relationship Managers. Follow up on pending documentation and coordinate basic queries. Maintain call logs, lead status, and update CRM regularly. Support monthly disbursal targets by ensuring RMs receive only high-quality leads. Requirements Minimum 2+ years of experience in telecalling within banking, DSAs, NBFCs, or financial services . Prior exposure to loan products (home loan, LAP, personal loan, business loan). Strong communication in English, Hindi, and Kannada (preferred for Bangalore market). Ability to handle high-volume calling and follow-up rigorously. Comfortable working in a target + incentive structure . Basic computer/CRM handling skills. Compensation & Benefits Fixed salary as per industry standard (based on experience). Attractive incentives based on conversions and disbursals.
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).