Personal Loan & Overdraft Sales Executive – Job Description
Key Responsibilities
Generate leads through field visits, referrals, tele-calling, and digital channels.
Sell Personal Loan and Overdraft products to salaried and self-employed customers.
Understand customer financial needs and recommend suitable loan products.
Maintain relationships with existing and new clients.
Coordinate with banks/NBFCs for loan processing and approvals.
Collect and verify customer documents.
Required Skills
Good communication and convincing skills.
Basic knowledge of banking and financial products.
Target-driven and self-motivated attitude.
Experience
0–3 years in Personal Loan, Credit Card, Overdraft, or Banking Sales.