Identify, generate, and follow up on potential loan leads through cold calling, networking, and field visits. Explain loan products (Personal Loan, Business Loan, Home Loan, etc.) and their benefits to prospective customers. Understand customer requirements, assess eligibility, and guide them through the loan application process. Maintain strong relationships with clients to ensure customer satisfaction and repeat business. Achieve individual and team sales targets on a monthly and quarterly basis. Keep up-to-date knowledge of loan products, interest rates, and financial industry regulations. Maintain accurate records of sales activities and customer interactions in CRM/ MIS reports. Coordinate with internal credit, operations, and customer support teams for smooth loan processing.

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Inside Sales Executive