Job Title: Sales Executive – Loans (Home, Personal, Business, Mortgage, Auto)
Job Location: Noida sector 6
Department: Sales & Marketing
Reporting To: Team leader/ Relationship Manager
Job Type: Full-time
Company Profile
We are pleased to introduce ourselves as a leading financial advisory firm based in Noida Sector 6, with over 8 years of industry experience. Tactwise Advisory is proud to be associated with 40+ reputed banks and to serve clients across 50+ major locations pan India. Our core strength lies in our team of 40 dedicated Relationship Managers and our comprehensive portfolio, offering a wide range of loan products.
Job Summary:
We are looking for a dynamic and goal-oriented Sales Executive to drive loan product sales including home loans, personal loans, business loans, mortgage loans, and auto loans. The ideal candidate should have good communication skills, a strong sales acumen, and the ability to meet targets consistently.
Key Responsibilities:
Generate leads through various channels including cold calling, field visits, referrals, and digital platforms.
Meet prospective customers, understand their loan requirements, and recommend suitable loan products.
Explain loan features, eligibility, documentation, interest rates, EMIs, and processing timelines.
Assist clients throughout the loan application process including document collection, verification, and coordination with back-end processing teams.
Achieve monthly and quarterly loan disbursement targets.
Maintain relationships with customers for future cross-sell and referrals.
Stay updated on current loan products, competitor offerings, and RBI policies.
Participate in marketing campaigns and promotional activities for loan products.
Required Skills and Qualifications:
Bachelor's degree in any discipline (Finance or Marketing preferred).
0–2 years of sales experience in financial products (Freshers can also apply with good communication skills).
Strong selling, negotiation, and interpersonal skills.
Basic understanding of financial products and loan processes.
Only serious and sincere candidates should apply
Target-driven with a positive and proactive attitude.
Proficiency in local language and working knowledge of English.
Familiarity with MS Office and CRM tools is a plus.
---
Compensation:
Fixed Salary + Attractive Incentives (based on performance)
Warm regards,
Harshita Chagti
HR – Tactwise Advisory