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Business Loan Jobs

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  • 2 - 7 yrs
  • Gurgaon
Loan Home Loan Business Loan LAP Loan Against Property Mortgage Housing Loan Property Loan Working Capital Project Finance DSAs DSA Channel Sales Loan Sales Credit Sales.
Job DescriptionSales Manager - LoansWe are looking for an experienced Sales Manager to drive loan sales and achieve business targets.Key Responsibilities:Generate business through direct sales, references and channel partners.Build relationships with DSAs, builders, real estate consultants, CAs and financial advisors.Handle leads from enquiry to disbursement/closure.Promote Home Loans, LAP, Business Loans, Working Capital, Project Funding and other loan products.Coordinate with customers, banks/NBFCs and internal credit teams.Maintain sales pipeline, MIS and regular sales reports.Guide and monitor sales executives to improve conversions.Develop new business opportunities and generate repeat/referral business.Requirements:Graduate; MBA/PGDM preferred.3+ years of experience in loan/financial services sales.Experience in Home Loan, LAP, Business Loan or secured/unsecured lending preferred.Strong communication, relationship management and target-oriented approach.If you are interested please share ur cv
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  • 5 - 11 yrs
  • Ahmedabad
Business Loan Working Capital Finance Financial Services Sales Loan Manager Regional Sales BFSI Nbfc
Key Responsibilities Drive PAN-India sales and business development for Business Loans and Working Capital Finance. Generate business through self-sourcing, open-market acquisition, referrals, DSA/CA networks, and other channels. Identify and acquire MSME/SME customers, business owners, traders, and entrepreneurs. Understand customer business requirements and recommend suitable financing solutions. Handle the complete sales cycle from lead generation, customer meetings, application sourcing, documentation, coordination, and disbursement. Build and maintain strong relationships with customers, DSAs, CAs, and other referral/channel partners. Develop new markets and business opportunities across different regions of India. Maintain a healthy sales pipeline and consistently achieve individual business and disbursement targets. Coordinate with internal credit, operations, and other teams to ensure smooth processing and closure of cases. Ensure proper follow-up with customers and channel partners until successful disbursement. Required Skills & Experience Minimum 6 years of experience in BFSI / Banking / NBFC / Financial Services sales. Strong hands-on experience in Business Loans and Working Capital Finance is mandatory. Experience in MSME/SME lending and business customer acquisition. Strong exposure to field sales, self-sourcing, and open-market acquisition. Experience working with DSAs, CAs, referral partners, or other sourcing channels. Good understanding of business loan products, working capital requirements, and the lending process. Strong communication, negotiation, relationship-building, and sales skills. Proven ability to independently generate and convert business. Willingness to travel across India as required. Willingness to relocate to Ahmedabad is mandatory.
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  • 1 - 5 yrs
  • Delhi
Negotiation Skills Debt Recovery Business Loan Loan Mortgage Loans
We are Looking for a Telecaller for Debtb RecoveryJob ResponsibilityContact B2b Clients Through Calls, Emails, and other Professional Communication Channels Regarding Outstanding Payments.Follow Up with Customers for Overdue Invoices and Ensure Timely Payment Collection.Understand Reasons for Payment Delays and Coordinate with Clients to Resolve Payment-related Issues.Negotiate and Agree On Realistic Payment Commitments and Follow Up Until Closure.Maintain Accurate Records of Outstanding Invoices, Customer Interactions, Commitments, and Collection Status.Escalate High-risk or Long-pending Accounts to the Reporting Manager.Meet Monthly Collection and Recovery Targets.Prepare Regular Reports On Collections, Pending Receivables, Ageing, and Promised Payments.Maintain Professional Relationships with Clients While Being Firm and Persistent in Recovery Follow-ups.Ensure all Recovery Activities are Carried Out in Accordance with Company Policies and Professional Standards.Experience: 1-3 Years in B2b Debt Collection, Accounts Receivable, Telecalling, Collections, Credit Control, or a Related Field.Experience Dealing with Corporate/business Clients Will Be An Advantage.
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  • 1 yrs
  • 2.0 Lac/Yr
  • Kolkata
Tele Caller Mortgage Loans Business Loan Personal Loans
Industry- Loan sector preferably DSA /Corporate DSA .Qualification- Min GraduateFemale Tele callers with 1+ years of experience in Loan sector preferably DSA /Corporate DSA . Salary negotiable Female telecaller (salary 8k to 10K) Monday to Saturday- 10.30 AM to 6PMOffice -Park St (Kolkata)Cv to hireplus001@gmail.com
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  • 5 - 10 yrs
  • 12.0 Lac/Yr
  • Sarita Vihar Delhi
Business Loan Home Loans Mortgage Loans MSME Loans Startup Funding Corporate Finance Machinery Finance
Hiring - Loan Sales ExecutiveLoan Experts India is one of India's leading Government Bank Loan Consultants, specializing in Business Loans, MSME Finance, Project Loans, CC Limits, Home Loans, LAP, and Difficult Loan Cases. Our team consists of experienced banking and finance professionals dedicated to delivering the right funding solutions.Key Responsibilities:Generate business through DSA, Direct Sales & Corporate Clients.Build and manage relationships with Government Banks and Channel Partners.Achieve monthly sales targets and drive team performance.Guide clients on suitable loan products and funding solutions.Coordinate with the credit and operations team for smooth loan processing.Who Should Apply: 3+ years of experience in Banking, NBFC, DSA, or Loan Sales.Strong communication, leadership, and negotiation skills.Target-oriented with a passion for sales and business development.Why Join Loan Experts? Government Bank loan specialist with a strong market reputation.Opportunity to work on high-value and difficult loan cases.Attractive salary + lucrative incentives + fast career growth.Professional work environment with continuous learning and leadership opportunities.
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  • 8 - 10 yrs
  • Bangalore
SME Relationship Manager Senior Relationship Manager SME Lending MSME Lending Business Banking Business Loans Working Capital Loans Term Loans LAP Loan Origination Loan Processing Credit Assessment Credit Analysis Credit Appraisal Credit Underwriting Financial Analysis Financial Statement Analysis Cash Flow Analysis Customer Acquisition Portfolio Management Portfolio Growth Relationship Management Business Development Revenue Growth Cross Selling Upselling DSA Managemen
SME Relationship Manager Company: Talent Zone ConsultantJob Title: Senior SME Relationship Manager / SME Lending Relationship ManagerExperience: 8-10 YearsLocation: Bangalore / Mysore / ChennaiEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced SME Relationship Manager with 8-10 years of experience in SME lending, business banking, NBFC, FinTech or financial services.The ideal candidate will be responsible for SME customer acquisition, credit assessment, loan sourcing, portfolio management and revenue growth. The role requires strong knowledge of working capital, business loans, term loans and secured/unsecured SME lending, along with the ability to build long-term relationships with SME clients.Current SME banking roles in Bangalore emphasize acquiring, growing and retaining profitable SME portfolios, structuring appropriate credit facilities and managing portfolio returns.Key ResponsibilitiesAcquire new SME/MSME customers through direct sourcing, referrals, channels and market outreach.Develop and maintain strong relationships with SME business owners, promoters and key decision-makers.Manage the complete lending lifecycle from lead generation to sanction and disbursement.Understand customer business models, financial requirements and working-capital needs.Conduct preliminary credit assessment and financial analysis of SME borrowers.Analyse financial statements, cash flows, banking transactions and repayment capacity.Prepare and coordinate credit proposals and loan documentation with Credit and Risk teams.Handle Working Capital Loans, Term Loans, Business Loans, LAP and other SME lending products.Coordinate with Credit, Operations, Legal, Risk and Collections teams for timely processing and disbursement.Manage and grow an existing SME lending portfolio while maintaining portfolio quality.Track customer repayment behaviour, exposure, delinquency and credit risk.Identify cross-sell and up-sell opportunities across lending, payments, cash management and other financial products.Achieve monthly/quarterly acquisition, disbursement, revenue and portfolio growth targets.Build relationships with DSAs, channel partners, brokers and referral networks.Monitor market trends, competitor offerings and emerging SME financing opportunities.Ensure compliance with internal policies, KYC requirements, credit guidelines and applicable regulations.Required SkillsCore Skills:SME Lending, MSME Lending, Business Banking, Credit Assessment, Credit Analysis, Loan Processing, Loan Origination, Customer Acquisition, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Financial Statement Analysis, Working Capital Loans, Term Loans, Business Loans, LAP, Secured Lending, Unsecured Lending, Credit Appraisal, Credit Underwriting, Risk Assessment, Portfolio Growth, Revenue Growth, Cross Selling, Upselling, Channel Management, DSA ManagementAnalytical / Technology Skills:Financial Modelling, Credit Risk Analysis, Banking Analysis, Cash Flow Analysis, MS Excel, CRM, MIS Reporting, Portfolio Analytics, Business AnalyticsSoft Skills:Client Relationship Management, Stakeholder Management, Negotiation Skills, Communication Skills, Presentation Skills, Business Acumen, Market Development, Problem Solving, Target OrientationCandidate Profile8-10 years of experience in SME/MSME lending, business banking, NBFC, FinTech or financial services.Strong track record in SME customer acquisition and portfolio management.Hands-on experience in credit assessment and loan processing.Good understanding of financial statements, cash flow and borrower creditworthiness.Experience handling working capital and term lending products is preferred.Candidates with experience managing high-value SME portfolios will be preferred.Strong ability to acquire new customers while retaining and expanding existing relationships.Experience working with Credit, Risk, Operations and Collections teams.MBA/PGDM in Finance/Marketing or equivalent qualification preferred.
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  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Female
  • Ghaziabad
Good Communication Skills Home Loans Business Loan Personal Loans
We are looking for confident, energetic, and target-oriented Telecallers to join our Loan Sales team. The ideal candidate should have good communication skills, a positive attitude, and the ability to speak confidently with customers over the phone.The role involves connecting with prospective customers, understanding their financial requirements, explaining suitable loan products, generating qualified leads, and converting opportunities into successful loan applications/disbursements.
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Business Development Manager (Male) Freshers

Loan Mantra Consultancy Pvt Ltd

  • 0 - 1 yrs
  • Jaipur
Direct Sales Lead Generation Field Sales Negotiation Skills Sales Business Development Loan Sales Executive b2c Marketing
We are looking for a motivated Business Development Manager to join our team in Jaipur. This is a full-time position suitable for recent graduates or individuals with less than one year of experience. The ideal candidate will have a masters degree and a passion for driving business growth.Key Responsibilities:- Identify New Business Opportunities: Research the market to find potential clients and business partners to expand our customer base.- Build and Maintain Client Relationships: Establish strong connections with clients by understanding their needs and providing excellent service, ensuring long-term partnerships.- Develop Sales Strategies: Create effective sales plans and strategies to attract new customers and retain existing ones, contributing to overall sales growth.- Conduct Market Analysis: Analyze industry trends and competitor activities to adapt our approach and stay ahead in the market.- Prepare Presentations and Proposals: Create engaging presentations to showcase our products/services to potential clients, making it easier for them to understand our value proposition.Required Skills and Expectations:- Excellent Communication Skills: Ability to communicate ideas clearly and persuasively, both in writing and verbally, is essential for effective client interactions.- Analytical Thinking: You should be able to analyze information critically, identifying opportunities and proposing solutions proactively.- Team Player: Collaborate with team members across different departments to achieve common business goals.- Goal-Oriented Attitude: A strong motivation to meet sales targets and ensure business success is crucial for this role. This role provides an exciting opportunity for growth and development in a dynamic business environment.
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Hiring For Partner Relationship Manager

Novasolventia Services Private Limited

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Mumbai
SME Sales Mortgage Loans Personal Loans Business Loan BFSI
Identify, onboard, and activate financial advisors across your assigned territoryBuild long-term relationships with financial advisors in the SME ecosystemwe provide extensive training, and our proprietary SCET toolGuide advisors through our intake and documentation process so cases come in cleanBe the advisor's single point of contact - responsive, knowledgeable, dependableHit activation and case-flow targets while protecting case quality
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Senior Telesales Executive - Lucknow

Achintya Management Pvt. Ltd.

  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Lucknow
Communication Cold Calling Personal Loans Housing Loan Business Loan Mortgage Loans Sales
We are seeking a motivated Telesales Executive to join our team in Lucknow. The ideal candidate will have 1-3 years of experience and a background in commerce or a related professional field. This full-time position allows you to work from home while contributing to our sales goals.Key Responsibilities:- Outbound Calling: Make calls to potential clients to introduce products and services, aiming to generate interest and set up appointments.- Lead Generation: Identify and reach out to potential customers through various channels to build a strong lead pipeline.- Product Knowledge: Stay informed about our products and services to effectively communicate their benefits to customers.- Sales Conversion: Work towards converting leads into sales by addressing customer queries and offering appropriate solutions.- Database Management: Maintain accurate records of all interactions with clients in the CRM system for tracking and follow-up purposes.- Customer Relationship Management: Build and maintain strong relationships with clients to encourage repeat business and referrals.Required Skills and Expectations:The successful candidate should possess strong communication skills, both verbal and written, to effectively engage with clients. A goal-oriented mindset and the ability to work independently are essential. Familiarity with CRM software is preferred. Candidates should be comfortable working in a targets-driven environment and have a proactive approach to problem-solving. A minimum qualification of B.Com or a related professional degree is required, along with relevant experience in telesales or a similar role.
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  • 0 - 1 yrs
  • Lakhimpur Kheri
Personal Loan Officer Business Loan Smart Card Credit Policies
As a Branch Credit Manager, you will play an essential role in managing credit operations for the branch. Your responsibilities will involve assessing credit applications and ensuring that all processes comply with company policies.Key Responsibilities:- Review Credit Applications: Analyze credit applications and financial documents to evaluate candidates' creditworthiness.- Conduct Credit Assessments: Assess the financial history and risk factors of applicants to make informed lending decisions.- Monitor Loan Performance: Keep track of outstanding loans and ensure timely repayments by clients to minimize defaults.- Client Communication: Communicate with clients to clarify any doubts regarding credit terms and conditions, fostering a strong relationship.- Report Preparation: Prepare reports on credit performance and risk assessments for branch management, aiding in strategic decision-making.Required Skills and Expectations:Candidates should be detail-oriented and possess strong analytical skills to assess financial data efficiently. Good communication skills are essential for explaining credit-related information to clients and resolving their queries. You should be comfortable working from home and managing tasks independently while being proactive in seeking guidance when necessary. A basic understanding of banking products and services will be beneficial. A positive attitude and willingness to learn will help you grow in this dynamic role, even if you have little or no prior experience. The position is suitable for individuals who have completed at least the 12th grade and are eager to start their careers in finance.
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  • 1 - 5 yrs
  • 3.0 Lac/Yr
  • Muzaffarpur
Commercial Vehicle Loans TW Loan Two Wheeler Loan Motorcycle Loan Dealer Management Retail Sales
We are seeking a dedicated Business Development Officer to join our team in Muzaffarpur. In this full-time role, you will engage in activities aimed at driving growth and expanding our market presence. Key Responsibilities:- Identify New Opportunities: Research and gather information to identify potential clients and new market opportunities. This helps in expanding our customer base and increasing sales.- Build Relationships: Establish and maintain strong relationships with clients and stakeholders. Good relationships can lead to repeat business and referrals, which are essential for growth.- Develop Strategies: Collaborate with the team to create effective business development strategies. These strategies should align with our overall business goals and target market.- Prepare Proposals: Write and present persuasive business proposals to potential clients. Well-crafted proposals can significantly improve our chances of winning new business.- Monitor Market Trends: Stay updated on industry trends and competitor activities. Understanding the market helps in anticipating changes and adjusting strategies accordingly.- Achieve Sales Targets: Meet or exceed personal and team sales targets. Achieving targets is crucial for the overall success of the business.Required Skills and Expectations:Candidates should have 1 to 5 years of experience in business development or a related field. A minimum education of 12th grade is required. Strong communication skills are essential for pitching ideas and building client relationships. Candidates must be self-motivated, detail-oriented, and capable of working independently as well as part of a team. Proficiency in using basic office software and good organizational skills are also important for managing tasks effectively.
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Opening For Tele Caller

Voice Bulls India Pvt Ltd

  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Noida Sector 16
Outbound Calling Marketing Communication Voice Process Business Loan
We are looking for a dedicated Tele Caller to join our team in Noida Sector 16. The ideal candidate will have 1 to 5 years of experience and should have completed at least the 12th grade. This full-time role involves making calls to clients and providing necessary information about our products and services.Key Responsibilities:1. Client Communication: You will be responsible for calling potential and existing clients to discuss our offerings and understand their needs. Clear communication is crucial for this role.2. Lead Generation: Your job will include identifying and following up on potential leads. You will document call outcomes and gather information that may help convert leads into customers.3. Customer Support: You will assist customers with their inquiries and resolve any issues they may have related to our products or services. A friendly and helpful attitude is essential.4. Data Entry: After each call, you will update our database with relevant information and track calls through our systems. Attention to detail here is very important.Required Skills and Expectations:- Strong verbal communication skills are essential to effectively convey information to clients.- A patient and persuasive demeanor will help in building rapport with customers.- Basic computer skills are necessary for data entry and using call management software.- You should be able to work in a team and adapt to a fast-paced environment. If you are motivated and enjoy working with people, we would love to hear from you.
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Opening For Business Development Executive

Indezon Business Solutions Pvt Ltd

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kolkata
Loan Sales Executive Educational Sales Technical Sales
Job Title: Tele Business Development Executive.Job Description Hiring: Tele Business Development Executive Location: Work From Office Experience: Minimum 1TO 2 Years in sales Qualification: 12th Pass & Above
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  • 0 - 2 yrs
  • 7.0 Lac/Yr
  • Patiala
Field Sales Digital Sales Business Loan Retail Sales Marketing Communication
We are seeking a motivated Field Sales Executive to join our team in Patiala, India. This role is ideal for a fresh graduate or someone with up to two years of experience in sales. You will be responsible for promoting and selling our products to potential customers in the field.Key Responsibilities:1. Customer Engagement: Reach out to potential clients, present our offerings, and build strong relationships by understanding their needs and providing suitable solutions.2. Sales Strategy Execution: Implement sales strategies and plans to achieve sales targets, regularly assessing your progress and adjusting your approach as needed.3. Market Research: Gather information about market trends, competitor activities, and customer preferences to identify new sales opportunities and enhance your sales approach.4. Report Generation: Maintain clear records of sales activities, customer interactions, and feedback, providing regular updates to management regarding your performance and market insights.5. Collaboration: Work closely with your team and other departments to ensure a streamlined sales process and excellent customer service.Required Skills and Expectations:- The candidate should ideally have completed at least the 12th grade.- Strong communication and interpersonal skills are essential, as you will be interacting with various clients.- A positive attitude and a willingness to learn will help you succeed in this role.- Basic knowledge of sales techniques and a goal-oriented mindset are preferred but not mandatory for entry-level applicants. - You must be comfortable working outdoors and ready to engage with customers on-site.
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Sales Executive Fresher

HDB Financial Services

  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Dumdum Kolkata
Direct Sales Personal Loan Officer Business Finance
Freshers and Experienced Both are Welcome, Attractive Incentive Minimum Has to Graduation Candidates Appearing the Job- Job Location Jessore Road Dumdum Near Kalibari We Provide Data Base all Support to the Candidates
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Hiring Sales Manager For Hyderabad

NeoGrowth Credit Pvt Ltd

  • 1 - 5 yrs
  • 4.3 Lac/Yr
  • Hyderabad
Business Loan Channel Sales Sales Unsecured Loans
About NeoGrowth NeoGrowth is a new-age lender, with a focus on Micro, Small, and Medium Enterprises (MSMEs). It is a systemically Important, Non-Deposit taking Non- Banking Financial Company (NBFC-ND-SI), offering a wide range of products tailored to the dynamic needs of small businesses. Its data science and technology-led approach enables it to offer quick and hassle-free loans to MSMEs. NeoGrowth offers a unique daily repayment option to its customers with multi-channel repayment modes. It has served and engaged with businesses and supported them with their growth ambitions. It not only helps small businesses grow but also drive financial inclusion making a positive social impact.Job Profile:Department: Sales Role: Experience in the sales of (Unsecured Business Loan) Should have excellent network in market and with DSA community. Should have good knowledge of business loans segment Should be a Go -Getter and a Team Player.Responsibilities: Associate Manager-Customer Acquisition will be responsible for Prospecting, developing and acquiring clients (business merchants) through direct sourcing or channels (DSA/ Alliances/ others). Meeting productivity targets on loan disbursements on Month on Month (MoM) basis. Understanding the product offering clearly. Ability to explain the product and pricing to the merchants.Qualifications & Experience: Minimum Graduate. 1 to 5 years of experience in a Bank/Insurance company or a NBFC.
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  • Fresher
  • 2.0 Lac/Yr
  • Serampore
Business Loan Knowledge About Loan Credit Officer
Loan documents prepared,File collection for jlg loan, civil verification and home enquiry.Duty time- Morning 11:00 to evening 6:00 PMMonday to Saturday (Sunday off)11 paid holiday and fuel allowance
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  • 0 - 5 yrs
  • 4.0 Lac/Yr
  • Delhi
Home Loans Loan Operations Personal Loans Business Loan Mortgage Loans
As a Loan Executive, you will play a key role in assisting clients with their loan applications and guiding them through the borrowing process. This position is ideal for individuals who are eager to start their careers in finance and customer service.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs and explain different loan products available to them.- Loan Application Processing: Assist clients in filling out loan applications accurately and ensuring all necessary documents are collected for processing.- Credit Analysis: Evaluate clients credit histories and financial information to determine their eligibility for loans and suggest appropriate solutions.- Follow-Up Communication: Maintain regular contact with clients to provide updates on their application status and address any concerns they may have.- Record Keeping: Maintain organized records of client interactions and loan applications to ensure compliance with legal and regulatory requirements.Required Skills and Expectations:Candidates should have strong interpersonal skills to effectively communicate with clients. A basic understanding of financial products will be beneficial, but training will be provided. Attention to detail is crucial for processing applications accurately. Proficiency in using computers and basic software applications is necessary since this role involves managing electronic documentation. A positive attitude and a willingness to learn are essential, as you may encounter various challenges in assisting clients with their financial needs.
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Relationship Manager - Full Time

Viable Search Consultants

  • 4 - 10 yrs
  • 9.0 Lac/Yr
  • Vadodara
Home Loans MSM Bancassurance Life Insurance Subject Matter Expertise Business Loan BFSI Customer Relationship
We are looking for an experienced Relationship Manager to join our team in Vadodara. You will play a key role in nurturing client relationships and ensuring their satisfaction with our services. This is a full-time position that requires you to work from our office.Key Responsibilities:- Client Relationship Management: Engage and maintain strong relationships with existing clients to understand their needs and enhance their satisfaction.- New Client Acquisition: Identify and pursue potential clients to expand our customer base, contributing to the overall growth of the business.- Problem Resolution: Address client concerns promptly and effectively, ensuring a quick resolution to any issues that may arise.- Sales Strategy Development: Collaborate with the sales team to develop strategies aimed at increasing sales and improving client relationships.- Market Analysis: Monitor market trends and gather feedback to identify opportunities for improvement in our services and products.- Reporting: Prepare and present detailed reports on client feedback and relationship performance to senior management.Required Skills and Expectations:Candidates should have 4 to 10 years of experience in a relationship management role or similar fields. Strong communication and interpersonal skills are essential for building rapport with clients. You should also be proficient in problem-solving and have a strategic mindset to develop sales initiatives effectively. A good understanding of market dynamics and customer needs is crucial, along with the ability to work collaboratively with a team. We expect you to be proactive, adaptable, and dedicated to achieving client satisfaction.
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  • 0 - 5 yrs
  • Female
  • Delhi NCR
Home Loans Personal Loans Business Loan Loan Operations Mortgage Sales
As a Loan Executive, you will play a vital role in assisting clients through the loan application process. This position is suitable for candidates with 0-5 years of experience, requiring at least a 12th-grade education. You will be expected to work from home in the Delhi NCR region. Key Responsibilities:- Client Assistance: Help clients understand different loan products and guide them in completing their applications. You will ensure that clients have all necessary documents ready and know the next steps.- Document Verification: Review loan applications and supporting documents for accuracy and completeness. This involves checking personal information, income details, and identification documents.- Communication: Maintain regular contact with clients via phone or email to provide updates on their application status. Clear communication will help manage client expectations and build trust.- Collaboration with Banks: Work closely with financial institutions to facilitate loan approval processes. This means understanding the requirements of different banks and ensuring client applications meet these criteria.- Sales Support: Promote loan products and services to potential clients. You will need to explain the benefits of various loans to encourage interest and ultimately secure business.To excel in this position, you should have excellent communication skills and a pleasant demeanor. Strong organizational skills are necessary to manage multiple applications simultaneously. A basic understanding of financial products will be beneficial. Being detail-oriented will help you in ensuring all information is accurate and properly documented.
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  • 7 - 10 yrs
  • Bangalore
Relationship Management Client Acquisition Business Development Portfolio Management Corporate Banking Business Banking BFSI Products Cross Selling Upselling Revenue Growth Customer Retention Client Servicing Credit Understanding Financial Analysis Credit Appraisal Loan Products Working Capital Trade Finance Cash Management Wealth Management KYC RBI Compliance Risk Management Negotiation Stakeholder Management Market Intelligence Pipeline Management Team Management
Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.
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Home Loan Sales Officer

Capital Placement Services

  • 1 - 7 yrs
  • 5.5 Lac/Yr
  • Gurgaon
Home Loans Home Loan Executive Life Insurance Industrial Health Business Loan Financial Services Financial Services Sales MBA Cold Calling Calling Field Sales
Home loan sales officer - sector 49, Gurgaon MCPSLocation: Sector 49, GurgaonIndustry: Financial ServicesQualification: MBA (Preferred)About the RoleWe are seeking a dynamic and results-driven Home Loan Sales Officer to join our financial services team. The role involves identifying potential customers, promoting home loan products, and achieving monthly sales targets while ensuring excellent customer service.Key ResponsibilitiesGenerate leads through cold calling, field visits, and existing customer networks.Meet prospective clients and evaluate their home loan requirements.Explain loan products, eligibility criteria, interest rates, and documentation needs.Assist customers throughout the loan application and approval process.Maintain strong relationships with builders, real estate agents, and channel partners.Achieve monthly sales and business acquisition targets.Ensure compliance with company policies and regulatory guidelines.Provide timely reports on sales activities and lead progress.Required Skills & CompetenciesStrong communication and interpersonal skills.Good understanding of home loan products and the housing finance market.Ability to manage field sales and build customer relationships.Target-oriented and self-motivated.Basic knowledge of financial documentation and credit processes.you are intersted so please send me your CV atcapitalplacement@gmail.com 9891409300;
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  • 3 - 7 yrs
  • 4.0 Lac/Yr
  • Gurgaon
NBFC Sales Marketing Manager Marketing Sales Manager Business Development Manager Walk in
Designation:- Sales Manager/Asst. ManagerProduct:- BL, Home Loan and Mortgage Loan ( LAP )Roles and Responsibilities1. Area/ Lane /Geography Mapping:- Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during the team huddle.2. Source Relationship Management:- Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.
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