*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.
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*compensation:*
* fixed salary + attractive incentives (based on performance)
warm regards,
harshita chagti
hr – tactwise advisory