Position: Personal Loan Sales Executive
Industry: NBFC / Banking / Fintech
Employment Type: Full-Time
Key Responsibilities
- Generate leads and acquire new customers for personal loans.
- Explain loan products, eligibility, interest rates, and repayment terms.
- Assist customers with the loan application process and document collection.
- Verify KYC and other required documents.
- Follow up with customers until loan disbursement.
- Achieve monthly sales targets and maintain high conversion rates.
- Build and maintain strong customer relationships.
- Coordinate with the credit and operations teams for quick loan processing.
- Update customer records in CRM and prepare daily sales reports.
Eligibility
- Graduate in any discipline.
- Minimum 6 months to 2 years of experience in Personal Loan Sales, Banking, NBFC, or Fintech.
- Freshers with excellent communication skills may also apply.
Required Skills
- Good communication and convincing skills.
- Knowledge of personal loan products and sales techniques.
- Basic understanding of KYC, CIBIL, RBI guidelines, and banking processes.
- Ability to work under sales targets.
- Basic computer knowledge (MS Excel, CRM).