Sales executive (Home Loans)

1 - 5 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Sales Executive, you will collaborate closely with the Team Leader, Sales Manager, and Branch to source Business Asset Products from the Branch Customer base, HNW of the Branch, and Open Market. Your responsibilities will include visiting the Allocated Branch daily to meet with Branch staff for lead generation, updating the Lead tracker register, ensuring all documents including KYC are checked in originals, signing OSV after checking originals only, visiting customers' residence or office to pick up documents as per policy requirement, submitting the file/application, submitting Daily Sales report, achieving defined targets, and collecting Pre and Post sanction documents. Key Responsibilities: - Source Business Asset Products from Branch Customer base, HNW of the Branch, and Open Market - Visit Allocated Branch daily for lead generation and update Lead tracker register - Check all documents including KYC in originals and sign OSV - Visit customers' residence/office to pick up documents and submit the file/application - Submit Daily Sales report - Achieve defined targets - Collect Pre and Post sanction documents Qualifications Required: - Graduate - Good communication skills (English, Hindi & Local Language) - Selling Skills - Customer Oriented - Relationship building The job is Full-time and requires a Bachelor's degree. The ideal candidate should have at least 1 year of experience as a Sales Executive. The work location is in Chandigarh, Chandigarh and requires in-person presence. As a Sales Executive, you will collaborate closely with the Team Leader, Sales Manager, and Branch to source Business Asset Products from the Branch Customer base, HNW of the Branch, and Open Market. Your responsibilities will include visiting the Allocated Branch daily to meet with Branch staff for lead generation, updating the Lead tracker register, ensuring all documents including KYC are checked in originals, signing OSV after checking originals only, visiting customers' residence or office to pick up documents as per policy requirement, submitting the file/application, submitting Daily Sales report, achieving defined targets, and collecting Pre and Post sanction documents. Key Responsibilities: - Source Business Asset Products from Branch Customer base, HNW of the Branch, and Open Market - Visit Allocated Branch daily for lead generation and update Lead tracker register - Check all documents including KYC in originals and sign OSV - Visit customers' residence/office to pick up documents and submit the file/application - Submit Daily Sales report - Achieve defined targets - Collect Pre and Post sanction documents Qualifications Required: - Graduate - Good communication skills (English, Hindi & Local Language) - Selling Skills - Customer Oriented - Relationship building The job is Full-time and requires a Bachelor's degree. The ideal candidate should have at least 1 year of experience as a Sales Executive. The work location is in Chandigarh, Chandigarh and requires in-person presence.

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