Team Leader Personal Loan

Job Title: Loan Sales Team Leader (TL)

Job Summary

The Loan Sales Team Leader is responsible for leading a team of sales executives to achieve monthly loan disbursement targets. The role involves managing the team, generating new business opportunities, maintaining relationships with customers and ensuring achievement of sales goals.

Key Responsibilities

Lead, manage, and motivate a team of loan sales executives.

Achieve monthly loan disbursement targets assigned by the company.

Monitor daily sales activities and track team performance.

Build and maintain strong relationships with customers, builders, and DSAs.

Provide training and guidance to team members to improve sales performance.

Ensure proper documentation and compliance for loan processing.

Coordinate with the credit and operations team for smooth loan approval and disbursement.

Prepare and submit daily/weekly sales reports to management.

Sales Targets (Example)

Team Monthly Loan Target: ₹1.5 Crore – ₹3 Crore (depending on company policy)

Individual Contribution Target: ₹25–40 Lakhs per month

New Customer Acquisition: 15–25 customers per month

Daily Sales Meetings & Lead Review

Skills Required

Strong sales and negotiation skills

Team leadership and motivation ability

Good communication and customer handling skills

Knowledge of loan products (overdraft and Personal Loan)

Ability to work under sales targets and pressure

Qualification

Graduate

Experience

2–5 years experience in loan sales (OD and personal loan)

Minimum 1–2 years experience in team handling

Salary

Fixed Salary + Incentives

• It is a Full Time Telesales / Telemarketing job for candidates with 1 - 2 years of experience.