Loan Sales Executive

Job Title: Loan Sales Executive

Job Summary

The Loan Sales Executive is responsible for generating new customers and selling loan products such as overdraft and personal loan . The role focuses on achieving monthly sales targets through lead generation, customer interaction, and coordination with the operations team for loan processing.

Key Responsibilities

• Identify and approach potential customers for loan products.

• Generate leads through tele-calling.

• Explain loan products, eligibility, interest rates, and documentation requirements to customers.

• Achieve assigned monthly loan disbursement targets.

• Collect required documents from customers and ensure proper loan application submission.

• Coordinate with credit and operations teams for loan approval and disbursement.

• Maintain regular follow-up with customers until loan disbursement.

• Build strong relationships with customers

Sales Targets (Example)

• Monthly Loan Disbursement Target: ₹25 Lakh

• Monthly Loan Cases: 8 – 12 loan files

• Daily Lead Generation: 5 new leads

• Customer Meetings: Minimum 3 – 5 per day

Skills Required

• Good communication and convincing skills

• Sales and negotiation ability

• Basic knowledge of loan products (overdraft and personal loan )

• Customer relationship management

• Ability to work under sales targets

Qualification

• Minimum Graduate (Any Stream)

Experience

• 6month – 2 years experience in sales, overdraft and personal loan sales

Salary Structure

• Fixed Salary + Attractive Incentives

• It is a Full Time Field Sales job for candidates with 6 months - 2 years of experience.