Executive/Sr. Executive - Sales
• Achieve monthly and quarterly sales and revenue targets for
various loan products and financial services within the assigned
region.
• Develop new business opportunities for Zatpat Loans Advisory
Services by building and nurturing relationships with clients,
business partners, corporate accounts, and financial institutions.
• Generate and manage leads through multiple channels, conduct
client meetings to understand financial needs, explain loan
products and eligibility criteria.
• Maintain regular follow-ups with clients and partners to ensure lead
conversion, enhance customer satisfaction, and promote long-term
relationships.
• Promote and cross-sell the full range of loan solutions, including
Construction finance, Inventory Finance, home loans, and mortgages
loans, based on client profiles and requirements.
• Update and track leads, applications, disbursements, and
collections in the CRM system or prescribed formats, and share
regular sales and performance reports with the reporting manager.
• Represent Zatpat Loans Advisory Services professionally during
client visits, financial events, and partner meetings to strengthen
brand presence and customer trust.
Requisite Skills:
• 1-3 years in Finance, cards, or similar sales
• Strong communication, relationship and negotiation skills;
comfortable in field sales.
• Target-driven, able to manage funnel, use CRM/Excel and maintain
disciplined follow-ups.
Education: Bachelor’s degree in Sales/Marketing/Related Field