Loan Sales Executive

Job Description

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

Skills Required

Good communication and convincing skills

Basic knowledge of loan products (overdraft and personal loan )

Customer relationship management

Ability to work under sales targets

• It is a Full Time Telesales / Telemarketing job for candidates with 6 months - 1 years of experience.