Key Responsibilities: Identify and approach potential customers for personal, business, or home loans. Explain loan products, features, eligibility, interest rates, and repayment terms. Assist customers with loan applications and required documentation. Maintain relationships with clients to generate repeat business and referrals. Achieve monthly sales and revenue targets set by the company. Coordinate with the operations team for loan processing and disbursement. Maintain accurate records of leads, sales, and customer interactions. Skills & Requirements: Proven experience in sales (preferably in financial services or loans). Strong communication and negotiation skills. Ability to build trust and rapport with customers. Target-driven and self-motivated. Basic understanding of financial products and lending processes. Benefits: Fixed salary + attractive incentives. Career growth opportunities. Training and support provided.
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.
Generate leads through cold calling, references. Explain loan products (personal loan, business loan, home loan, etc.) to customers. Assess customer eligibility by collecting and verifying required documents. Build and maintain strong relationships with clients to ensure repeat and referral business. Meet monthly sales targets and contribute to overall branch/business growth. Coordinate with credit and operations teams to ensure smooth loan processing. Provide after-sales support and resolve customer queries.