City Loan Sales Executive

• 1. City Level Sales Performance

• Achieve daily, weekly and monthly loan sales and disbursement targets within the assigned city
• Sell Personal Loan, Business Loan, Home Loan and Loan Against Property
• Maintain balanced performance across all loan products and lenders
• Focus on approvals and revenue generation

2. Lead Generation and Customer Acquisition

• Generate self sourced leads through open market activities
• Approach customers in residential societies, offices, shops, corporates, and marketplaces
• Build referral network for repeat business
• Convert leads into approved loan applications

3. Customer Interaction and Loan Advisory

• Understand customer financial needs and eligibility
• Explain loan features, interest rates, EMI, tenure, and charges clearly
• Recommend the most suitable loan product and lender
• Maintain ethical and transparent sales practices

4. Documentation and Eligibility Verification

• Collect complete KYC, income, and property documents
• Verify eligibility as per bank/NBFC and DSA guidelines
• Ensure zero fake, incomplete, or non-compliant documentation

5. Follow Ups and Case Tracking

• Follow up with customers for pending documents and verification
• Track applications from login to disbursement
• Coordinate with operations, credit, and lender teams for timely approvals

6. Field Activity and City Coverage

• Conduct daily field visits across assigned areas
• Identify high potential locations and customer segments
• Maintain strong market presence and visibility

7. Reporting and MIS

• Submit daily and weekly sales and activity MIS
• Update CRM or trackers accurately
• Track pipeline, approvals, rejections, and disbursements

8. Compliance and Brand Representation

• Follow RBI, bank, and DSA compliance guidelines
• Avoid mis-selling or false commitments
• Represent company and lender brands professionally

Job Type: Permanent

Pay: ₹200,000.00 - ₹400,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Experience:

• Loan: 1 year (Required)
• Banking: 2 years (Required)
• Field sales: 2 years (Preferred)

Work Location: In person