*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