Job Summary: The Loan Sales Manager is responsible for driving loan product sales, managing a sales team, acquiring new customers, and ensuring high levels of customer satisfaction and regulatory compliance. --- Key Responsibilities: 1. Sales Target Achievement: Achieve individual and team targets for various loan products such as personal loans, home loans, auto loans, business loans, etc. Develop and execute sales strategies to increase business volume. 2. Team Management: Lead, train, and motivate the loan sales team. Monitor team performance and provide guidance and support. 3. Customer Relationship Management: Build and maintain strong relationships with clients. Understand customer financial needs and offer appropriate loan solutions. 4. Lead Generation and Business Development: Identify new sales opportunities through market research and customer outreach. Organize promotional campaigns and field activities to attract new customers. 5. Documentation & Compliance: Ensure accurate documentation and adherence to internal policies and regulatory guidelines (e.g., RBI norms). Coordinate with back-office teams for loan processing. 6. Market Analysis: Monitor competitor activities and market trends to stay ahead. --- Qualifications: Bachelor’s degree (MBA in Finance or Marketing is preferred) 3–5 years of experience in loan sales or financial services Proven experience in handling a sales team is an advantage --- Skills Required: Excellent communication and negotiation skills Strong sales and customer service orientation Leadership and team management capabilities Target-driven mindset Basic knowledge of MS Office and CRM tools
Sourcing business through open market and through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. Executing all the Sales planning and overseeing target allocation. Delivering the KRAs Effective coordination of business development & promotional activities across the division Ensure implementation of product policy and coordination with Credit, Legal, Product team, Central operations to manage customer journey from sourcing to disbursement. Process & regulatory compliance Sales force effectiveness program to build and drive best in class sales force with high productivity
Sourcing business through open market and through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. Executing all the Sales planning and overseeing target allocation. Delivering the KRAs Effective coordination of business development & promotional activities across the division Ensure implementation of product policy and coordination with Credit, Legal, Product team, Central operations to manage customer journey from sourcing to disbursement. Process & regulatory compliance Sales force effectiveness program to build and drive best in class sales force with high productivity
Sourcing business through open market and through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. Executing all the Sales planning and overseeing target allocation. Delivering the KRAs Effective coordination of business development & promotional activities across the division Ensure implementation of product policy and coordination with Credit, Legal, Product team, Central operations to manage customer journey from sourcing to disbursement. Process & regulatory compliance Sales force effectiveness program to build and drive best in class sales force with high productivity
Sourcing business through open market and through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. Executing all the Sales planning and overseeing target allocation. Delivering the KRAs Effective coordination of business development & promotional activities across the division Ensure implementation of product policy and coordination with Credit, Legal, Product team, Central operations to manage customer journey from sourcing to disbursement. Process & regulatory compliance Sales force effectiveness program to build and drive best in class sales force with high productivity
Sourcing business through open market and through different channels. Fulfilling the leads. Implement & develop sales activities to achieve target. Executing all the Sales planning and overseeing target allocation. Delivering the KRAs Effective coordination of business development & promotional activities across the division Ensure implementation of product policy and coordination with Credit, Legal, Product team, Central operations to manage customer journey from sourcing to disbursement. Process & regulatory compliance Sales force effectiveness program to build and drive best in class sales force with high productivity
CASA (Current Account Savings Account) sales, targeting both field and branch sales roles. The position requires candidates to acquire new CASA accounts and cross-sell other products, focusing on building relationships and achieving sales targets. Key Responsibilities: Acquire CASA accounts: Identify and acquire new customers for CASA accounts, focusing on both field and branch settings. Cross-sell products: Sell other banking products and third-party products (e.g., insurance, mutual funds) to existing and new customers. Build relationships: Develop and maintain strong relationships with both new and existing customers. Interested Candidate DM Or Call - 8920697481 E.M- sunitajoshi@getwork.org
Field sales.
we are looking for a hard working individual who is ready put is 100% efforts and follow direction given by seniors .And we will ensure he earns additional 25000 /- incentive every month apart from salary you you be required to visit office as per our direction and pitch customer about our product.
Job Summary: We are looking for a dynamic and result-oriented Sales Officer to promote and sell credit cards by meeting individual customers and visiting corporate offices and government departments. The ideal candidate should be confident, persuasive, and target-driven, with strong communication and interpersonal skills. Key Responsibilities: Promote and sell credit card products to individual customers through field visits. Identify and approach potential customers at corporate offices, business hubs, and government departments. Conduct product presentations and explain card benefits, features, and offers. Generate leads through personal networks, field visits, and corporate tie-ups. Achieve monthly sales targets and conversion goals. Maintain a strong pipeline of prospects and ensure timely follow-up. Collect and verify customer documentation as per company and regulatory guidelines. Build and maintain relationships with key decision-makers in corporate and departments. Maintain daily activity reports and update CRM systems regularly. Handle customer queries and resolve issues in a professional and timely manner.
Key Responsibilities: 1.Client Relationship Management Manage a portfolio of high-net-worth Platinum clients. Build strong, long-term relationships through regular interactions, customized offerings, and superior service delivery. Act as a one-point contact for all banking and investment needs of the clients. 2.Business Development Source new HNI clients through referrals, existing customer base, and branch network. Identify cross-sell opportunities and drive sales of banking products such as savings/current accounts, fixed deposits, loans, insurance, mutual funds, and wealth products. Achieve monthly and quarterly sales and revenue targets for assets, liabilities, and third-party products. 3.Customer Service Excellence Ensure prompt resolution of client queries and complaints in coordination with the service team. Conduct regular portfolio reviews and proactively offer financial solutions. Maintain high service standards to enhance customer satisfaction and retention. 4.Compliance & Risk Management Adhere strictly to internal policies, processes, and regulatory requirements. Conduct periodic KYC and risk assessments to ensure client compliance. Maintain accurate documentation and reports as per audit and compliance guidelines.
Candidates need to sell loans to the merchants. They are required to do minimum 30 meetings in a day in their assigned geography They will be required to do cold calls and generate business. they will also be supported with data of merchants with qualifying cibil score, whom they can pitch for conversion. Candidates should be open to shop to shop visit. Line up candidates from background of merchant loans sales. Any Field Loan Sales in Banking Sector (B2B)
Designation : Relationship Manager Talk to customers about loans, credit cards, and insurance. Guide them in choosing suitable financial products. Help with application process and KYC. Work on leads to meet monthly targets. Support customers after product delivery. Candidate Profile : • Any Graduate required • FRESHERS OR MIN. 1 YEAR BFSI Sales • Age : 21 to 32 Yrs. • Good Communication Skills For more information Call OR WhatsApp : 99749 35572 HR Krushali
Designation : Sales Team Leader Promote banking products like savings, credit cards, and loans. Understand customer needs and suggest the right option. Handle forms and documents smoothly. Work to achieve branch sales goals. Maintain customer satisfaction. Candidate Profile : • Any Graduate required • FRESHER OR MIN. 1 YEAR BFSI Sales • Age : 21 to 32 Yrs. • Good Communication Skills For more information Call OR WhatsApp : 99749 35572 HR Krushali
Designation : Sales Officer Meet customers and explain credit card benefits. Suggest the right card as per lifestyle and income. Assist with form filling and documents. Achieve sales targets through leads or field visits. Provide after-sales service. Candidate Profile : • Any Graduate required • FRESHERS OR MIN. 1 YEAR BFSI Sales • Age : 21 to 32 Yrs. • Good Communication Skills For more information Call OR WhatsApp : 99749 35572 HR Krushali
Designation : Senior Relationship Manager Visit markets and meet customers face-to-face. Share credit card benefits and offers. Collect documents and submit applications. Achieve daily/weekly sales targets. Ensure smooth onboarding of customers. Candidate Profile : • Any Graduate required • FRESHER OR MIN. 1 YEAR BFSI Sales • Age: 21 to 32 Yrs. • Good Communication Skills For more information Call OR WhatsApp: 99749 35572 HR Krushali
Designation : Sales Executive • Identify and approach potential customers in open market channels (field visits, public places, residential areas, corporate tie-ups, kiosks, events, etc.). • Present credit card products, highlight benefits, and handle objections confidently. • Generate leads through personal networking, references, and market activities. • Assist customers in filling out application forms accurately and collect necessary KYC documents. • Maintain strong product knowledge to pitch various card variants as per customer profile. • Achieve daily, weekly, and monthly sales targets. Candidate Profile : • Experience : Must 6 Months of Credit card sell • Age : 22 to 38 YRS (Fresher's can't apply)
Designation : Sales Executive Actively identify and approach potential customers in open market areas through field visits and events. Promote credit card products, explain benefits, and confidently handle customer objections. Generate leads via networking and assist with accurate application and KYC documentation. Maintain strong product knowledge and consistently meet sales targets. Candidate Profile : • Education : 12th pass and Any Graduate With Good Communication • Experience : Must 1 YRS in Credit card sales • Age : 22 to 38 YRS (Fresher's can't apply)
Designation : Credit card Sales Executive Actively identify and approach potential customers in open market areas through field visits and events. Promote credit card products, explain benefits, and confidently handle customer objections. Generate leads via networking and assist with accurate application and KYC documentation. Maintain strong product knowledge and consistently meet sales targets. Candidate Profile : • Education : 12th pass and Any Graduate With Good Communication • Experience : Must 1 YRS in Credit card sales • Age : 22 to 38 YRS (Fresher's can't apply)