A Loan Sales Executive's primary responsibility is to sell and promote various loan products, like car loans, business loans, or personal loans, by identifying potential customers, assessing their needs, and guiding them through the loan application process. They also build and maintain relationships with clients to drive repeat business and referrals. Key Responsibilities: Lead Generation: Identifying and sourcing potential customers, often through cold calls, networking, and referrals. Needs Assessment: Understanding a client's financial situation and goals to determine the most suitable loan product. Product Knowledge: Possessing a thorough understanding of different loan products, their features, benefits, and eligibility requirements. Sales and Closing: Presenting loan options, addressing concerns, and guiding clients through the application process to secure loan approvals. Documentation and Compliance: Ensuring all required documentation is complete and accurate, and that loan applications adhere to relevant regulations. Client Relationship Management: Building and maintaining strong relationships with clients to foster repeat business and referrals. Target Achievement: Meeting or exceeding individual sales targets set by the company. Post-Approval Support: Assisting clients with post-approval matters, such as loan disbursement and any required documentation. Market Knowledge: Keeping abreast of market trends, competitor offerings, and regulatory changes in the lending industry. Required Skills and Qualifications: Excellent communication and interpersonal skills: The ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Strong sales and negotiation skills: Persuasion and the ability to close deals effectively. Analytical and problem-solving skills: The ability to assess client needs and find suitable loan solutions. Organizational and time management skills: Managing multiple tasks and deadlines effectively. Basic understanding of financial concepts: Familiarity with credit scoring, loan terms, and financial ratios.
who have full stake of website development of social media marketing
We’re looking for a creative and results-driven Social Media Marketing Executive to manage and grow our brand presence across various social media platforms. You’ll be responsible for developing content, engaging with our community, analyzing performance, and helping drive our business goals through digital engagement.
We are looking for a motivated and customer-focused Loan Sales Executive to join our growing team. You will be responsible for sourcing loan leads, engaging with potential clients, and converting them into successful disbursements. This role requires strong communication skills, basic knowledge of financial products, and a target-driven attitude.
As a Used Car Loan Sales Executive, your primary role is to generate and convert leads for pre-owned car loans. You will identify customer needs, offer customized loan solutions, manage end-to-end documentation, and coordinate with lenders and car dealers to ensure smooth disbursal of loans. Identify prospective customers through cold calls, digital campaigns, dealer networks, and referrals. Promote used car loan schemes via field visits, phone calls, and in-person meetings. Convert leads into successful loan applications. Collect and verify basic documents like ID proof, income proof, bank statements, etc. Use loan eligibility calculators or in-house tools to assess the customer’s creditworthiness. Collaborate with car dealers to obtain vehicle details, valuation, and RC details. Liaise with multiple banks/NBFCs to compare loan offers and get the best deal for the customer.
Client Acquisition & Relationship Building Identify and approach potential customers for business loan, car loan, and home loans. Build and maintain strong relationships with clients to ensure repeat and referral business. Loan Advisory & Sales Understand customers’ financial needs and recommend the most suitable loan products. Explain loan terms, eligibility, interest rates, repayment plans, and documentation clearly. Cross-sell other financial products where applicable. Application & Documentation Collect, verify, and submit required documents (KYC, income proof, bank statements, etc.). Coordinate with back-office teams for loan processing. Target Achievement & Reporting Achieve assigned sales and disbursement targets. Prepare daily/weekly reports on leads, conversions, and loan pipeline. Skills: Excellent communication & negotiation skills. Strong sales orientation and customer service mindset. Knowledge of loan products, credit policies, and financial documentation.
Recruitment & Onboarding: Identify staffing needs and coordinate hiring of Loan Executives, Collection Agents, and other staff. Prepare job descriptions, post vacancies, and screen candidates. Conduct interviews and coordinate with department heads for selection. Complete joining formalities, employee documentation, and the onboarding process. Employee Records & Compliance: Maintain employee profiles, KYC, and background verification. Ensure all staff follow RBI/NBFC compliance guidelines and internal policies. Manage attendance, leave, and payroll records. Draft employment contracts, appointment letters, and HR policies. Training & Development: Organise training sessions for sales techniques, loan processes, customer handling, and compliance awareness. Support performance improvement through coaching and workshops. Employee Engagement & Relations: Address employee grievances and resolve workplace issues. Conduct regular feedback sessions and maintain a healthy work culture. Support motivation and retention through recognition and HR initiatives. Performance & Appraisal Management: Monitor employee performance against sales targets and loan recovery goals. Assist management in appraisals, promotions, and salary revisions. Maintain confidentiality and fairness in evaluations. 6. Office Administration Support (if required). Coordinate with the admin for smooth office functioning. Manage HR reports, MIS, and compliance audits.
Plan, execute, and optimize digital marketing campaigns on platforms such as Google Ads, Facebook, Instagram, LinkedIn, and YouTube. Develop SEO/SEM strategies to improve website visibility and ranking. Manage and grow social media channels with engaging content, creatives, and campaigns. Conduct market research and analyze consumer behavior to identify new opportunities. Create and manage email marketing campaigns and newsletters. Measure and report performance of all digital marketing activities using tools like Google Analytics, Meta Business Suite, and other analytics platforms. Collaborate with the content, design, and sales teams to align marketing strategies with business goals. Stay updated with the latest digital marketing trends, tools, and best practices. Handle online reputation management (ORM) and monitor brand mentions.