Opening For Loan Sales Executive

  • icon job experience 1 - 4 Years
  • icon job opening 8 Openings
  • icon salary 1.5 - 2.5 Lac/Yr
  • icon job posting Posted 1 days ago
  • Telephonic interview Telephonic interview
  • icon job location Lucknow
Key Skills

Promote and Sell Loan Products to Potential Customers Through Direct or Indirect Channels. Identify Prospective Clients and Generate Leads Through Cold Calling Referrals Eligibility Criteria Interest Rates Terms Documentation Requirements to Clients

Job Description

A Loan Sales Executive is responsible for promoting and selling loan products (such as personal loans, home loans, auto loans, or business loans) to individual or corporate clients. The role involves generating leads, managing client relationships, and achieving sales targets by offering the best-fit financial solutions.

Promote and sell loan products to potential customers through direct or indirect channels.

Identify prospective clients and generate leads through cold calling, referrals, and walk-ins.

Explain loan products, eligibility criteria, interest rates, terms, and documentation requirements to clients.

Assist customers throughout the loan application and approval process.

Maintain regular follow-ups with existing and new clients to ensure satisfaction and repeat business.

Meet or exceed monthly and quarterly sales targets.

Coordinate with credit and operations teams to ensure smooth loan disbursal.

Keep records of customer interactions, transactions, and feedback using CRM tools or internal systems.

Stay updated with market trends, competitor offerings, and financial regulations.

Qualifications and Skills:

Bachelor’s degree in Business, Finance, Marketing, or a related field (preferred but not mandatory).

1–3 years of experience in sales, preferably in banking or financial services.

Strong communication and interpersonal skills.

Goal-oriented with a drive to meet and exceed targets.

Basic knowledge of loan products and financial services.

Proficiency in MS Office and familiarity with CRM tools.

Key Competencies:

Customer-centric approach

Negotiation and persuasion skills

Problem-solving ability

Time management

Integrity and confidentiality
  • Experience

    1 - 4 Years

  • No. of Openings

    8

  • Education

    Higher Secondary, Secondary School, B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Ed, BDS, BAMS

  • Role

    Loan Sales Executive

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    Male

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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