Job Title: Loan Advisor (Sales Profile)Job Summary:We are looking for a motivated and customer-oriented Loan Advisor with strong sales skills. The ideal candidate should have at least 1 year of experience in sales or financial services, excellent communication abilities, and the capability to guide customers through loan products. This role combines sales, customer consultation, and documentation handling, requiring proficiency in MS Excel and Word and a basic understanding of financial concepts. Key Responsibilities:Sales & Customer Acquisition:Identify potential customers and actively promote loan products (personal, business, home, etc.). Use sales techniques to explain product benefits and convert leads into successful applications. Follow up on warm leads, referrals, and inquiries to maximize conversions. Achieve monthly sales and conversion targets. Loan Advisory & Consultation:Understand customer needs and recommend suitable loan options. Provide clear explanations of interest rates, eligibility criteria, repayment options, and documentation requirements. Conduct basic financial assessments to evaluate customer eligibility. Assist customers with form filling, documentation, and application submission. Documentation & Coordination:Ensure accurate record-keeping and maintain customer files. Check documents for completeness and comply with company policies. Coordinate with underwriting, credit, and verification teams for smooth loan processing. Update CRM or internal systems with customer interactions. Required Skills & Qualifications:Minimum 1 year experience in sales, loan advisory, telesales, or financial services. Strong sales, negotiation, and customer-convincing skills. Excellent communication and interpersonal abilities. Knowledge of Microsoft Excel and Word. Basic understanding of financial terms and loan processes. Good documentation and organizational skills. Ability to work under targets and meet deadlines. Customer-focused, confident, and self-motivated. Preferred Qualifications (Optional):Experience in banking, NBFC, fintech, or loan sales. Familiarity with CRM tools or loan management software. Multi-language fluency.
Job Description for a Telesales Executive (Loans & Financial Services). If you'd like it tailored to a specific company, seniority level, or product type (Business loan, Loan against property, Home loan), just let me know! Job Title: Telesales Executive – Loans & Financial ServicesJob Summary:We are seeking a highly motivated and customer-focused Telesales Executive to join our financial services team. In this role, you will be responsible for generating leads, explaining loan and financial products, and converting prospects into customers through outbound and inbound calls. You must be confident, target-driven, and able to clearly communicate financial solutions to clients. Key Responsibilities:Make outbound calls to prospective customers to promote loan and financial products (personal loans, business loans, credit cards, insurance, etc.). Follow up on leads generated through marketing campaigns, referrals, and incoming calls. Assess customer needs and offer suitable financial solutions. Explain product features, eligibility criteria, documentation requirements, interest rates, and benefits clearly. Maintain accurate records of customer interactions and update CRM systems. Achieve monthly sales targets and KPIs. Build and maintain positive customer relationships to encourage repeat business. Ensure compliance with company policies and financial regulations. Handle customer queries, objections, and concerns professionally. Required Skills & Qualifications: 6 months to 5 years of telesales or customer service experience (preferably in financial services). Strong communication, negotiation, and persuasion skills. Ability to understand and explain financial products. Basic computer knowledge and experience using CRM tools. Target-oriented, self-motivated, and able to work in a fast-paced environment. High attention to detail and customer-centric mindset. Preferred Qualifications (Optional):Experience selling loan products, credit cards, insurance, or banking services. Knowledge of financial compliance and documentation processes. Fluency in multiple languages. Work Environment:Office-based or hybrid, depending on company policy. Competitive salary with performance-based incentives. Training and growth opportunities within the financial sector.