Sales Executive
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Job Location:
Monthly Salary:
Posted on:
28-10-2025
Vacancies:
1 Vacancy
Job Summary
1. Sales & Lead Generation:
o Actively prospect and generate leads through various channels like cold
calling referrals and networking.
o Identify and target potential customers who are interested in loan products
such as personal loans home loans business loans or car loans.
o Meet or exceed sales targets and key performance indicators (KPIs)
related to loan sales.
2. Customer Consultation:
o Conduct meetings or calls with potential clients to assess their financial
needs and recommend suitable loan products.
o Provide detailed information about the features benefits terms and
conditions of the loan products available.
o Explain the application process interest rates repayment schedules and
any other relevant loan-related details to clients.
o Actively prospect and generate leads through various channels like cold
calling referrals and networking.
o Identify and target potential customers who are interested in loan products
such as personal loans home loans business loans or car loans.
o Meet or exceed sales targets and key performance indicators (KPIs)
related to loan sales.
2. Customer Consultation:
o Conduct meetings or calls with potential clients to assess their financial
needs and recommend suitable loan products.
o Provide detailed information about the features benefits terms and
conditions of the loan products available.
o Explain the application process interest rates repayment schedules and
any other relevant loan-related details to clients.
3. Loan Application Assistance:
o Guide customers through the loan application process ensuring all
necessary documentation is collected.
o Help clients fill out application forms gather necessary paperwork and
provide ongoing support throughout the approval process.
o Guide customers through the loan application process ensuring all
necessary documentation is collected.
o Help clients fill out application forms gather necessary paperwork and
provide ongoing support throughout the approval process.
4. Customer Relationship Management:
o Build and maintain strong relationships with clients by providing excellent
customer service and follow-up.
o Address customer queries and concerns promptly to maintain a high level
of satisfaction.
o Provide after-sales support ensuring the customer is satisfied with their
loan product and the process.
5. Documentation and Compliance:
o Ensure all loan documentation is complete and accurate before
submission to the processing or underwriting department.
o Build and maintain strong relationships with clients by providing excellent
customer service and follow-up.
o Address customer queries and concerns promptly to maintain a high level
of satisfaction.
o Provide after-sales support ensuring the customer is satisfied with their
loan product and the process.
5. Documentation and Compliance:
o Ensure all loan documentation is complete and accurate before
submission to the processing or underwriting department.
o Maintain records of loan transactions and ensure all sales activities
comply with company policies regulatory requirements and legal
standards.
o Work closely with the legal and compliance teams to ensure all loans meet
the necessary requirements.
6. Collaboration with Other Teams:
o Collaborate with credit and underwriting teams to assess loan eligibility
and assist in the approval process.
o Work closely with other departments like marketing operations and
customer service to ensure smooth loan processing and client satisfaction.
comply with company policies regulatory requirements and legal
standards.
o Work closely with the legal and compliance teams to ensure all loans meet
the necessary requirements.
6. Collaboration with Other Teams:
o Collaborate with credit and underwriting teams to assess loan eligibility
and assist in the approval process.
o Work closely with other departments like marketing operations and
customer service to ensure smooth loan processing and client satisfaction.
7. Market Research:
o Stay up-to-date with industry trends competitors loan offerings and
market conditions to better understand customer needs and enhance
sales efforts.
o Suggest new loan products or modifications to existing products based on
customer feedback and market demand.
o Stay up-to-date with industry trends competitors loan offerings and
market conditions to better understand customer needs and enhance
sales efforts.
o Suggest new loan products or modifications to existing products based on
customer feedback and market demand.
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- Cloud
- Account Management
- CRM
- New Customers
- ROI
- Sales Activities
- Territory
- Business Relationships
- Sales Floor
- Sales Goals
- Sales Process
- New Clients
