Sales Team Leader

Job description

Job Summary:

We are seeking a proactive and performance-oriented Sales Team Leader with strong experience in the loan and DSA (Direct Selling Agent) ecosystem. This role involves leading a team of loan sales executives to meet sales targets through DSAs and direct sourcing. The ideal candidate must have hands-on experience in the loans industry, a strong understanding of credit and documentation, and the ability to drive high performing sales strategies. The Sales Team Leader will also be responsible for coaching the team, maintaining compliance, and achieving monthly business goals.

Key Responsibilities:

A. Team Leadership & Target Achievement

• Lead and supervise a team of sales executives across loan products (Personal, Business, Home Loans, etc.).

• Set and monitor individual and team sales targets.

• Motivate and guide the team toward consistent achievement of targets and productivity.

B. Channel & DSA Management

• Source business through DSA channels, referrals

• Build and maintain strong relationships with DSAs and other sales partners.

• Ensure proper on-boarding and training of new DSAs and agents.

C. Sales Execution & Customer Management

• Guide the team through the sales process – from lead generation to file login and disbursal.

• Resolve escalations and ensure smooth customer experience throughout the loan life cycle.

• Support in documentation and KYC collection processes.

D. Reporting & Coordination

• Monitor and review daily sales activities, pipeline status, and lead conversions.

• Prepare MIS reports and daily dashboards for internal tracking and review.

• Coordinate with internal teams (Operations, Credit, and Disbursement) for smooth process flow.

Required Skills & Qualifications:

• Gender: Male / Female (Both are eligible)

• Experience: Minimum 2–4 years in loan sales with strong exposure to DSA models

• Proven experience in products like Personal Loans, Business Loans, or Home Loans

• Strong communication, leadership, and field sales skills

• Basic understanding of credit processes and financial documentation

• Comfortable with achieving aggressive monthly sales targets

Soft Skills:

• Goal-oriented and team leadership abilities

• Strong interpersonal and negotiation skills

• Problem-solving attitude and hands-on field management style

• Ability to thrive under pressure in a target-driven environment