Personal Loan Sales Executive
Position: Personal Loan Sales Executive
Experience: 1–3 years in Personal Loan Sales
Salary: ₹12,000 – ₹25,000 per month + Incentives
Employment Type: Full-time
Job Responsibilities
Generate leads and sell Personal Loan products to eligible customers.
Handle Personal Loan Balance Transfer (BT) and Overdraft (OD) products.
Contact customers through calls and follow-ups to understand their financial requirements.
Explain loan products, eligibility, interest rates, documentation, and repayment terms to customers.
Collect and verify required customer documents for loan processing.
Coordinate with banks/NBFCs and internal teams to ensure smooth application processing and disbursal.
Maintain regular follow-ups with customers from lead generation to loan disbursal.
Achieve assigned monthly sales and disbursal targets.
Maintain daily sales reports and customer records.
Candidate Requirements
1–3 years of relevant experience in Personal Loan Sales.
Candidates with experience in Personal Loan, Balance Transfer (BT), and Overdraft (OD) will be preferred.
Good knowledge of banking/NBFC loan products and processes.
Strong communication, convincing, negotiation, and customer-handling skills.
Target-oriented and self-motivated.
Ability to generate leads and convert them into successful loan cases.
Basic knowledge of loan documentation and eligibility criteria.
Salary & Incentives
₹12,000 – ₹25,000 per month, depending on experience and skills.
Attractive performance-based incentives.
Career growth opportunities for good performers.