Loan Sales Executive

Job description

A Loan Sales Executive drives revenue by selling financial products (home, personal, mortgage loans) through lead generation, client engagement, needs assessment, and guiding them through the application/disbursement process, while building strong relationships with clients and partners (developers, agents) to meet sales targets and ensure customer satisfaction. Key duties involve field visits, documenting applications, cross-selling other products (insurance, FDs), and staying updated on market trends and regulations, often with incentives on top of salary.

Key Responsibilities

1. Business Development: Source new clients via open market, field visits, partners (developers/agents).
2. Client Engagement: Meet potential borrowers, understand needs, provide loan info, and advise on options

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1. Sales Process: Guide clients from application to disbursement, verify documents, and process files.
2. Target Achievement: Meet individual and team sales targets for loan products.
3. Relationship Management: Build strong relationships with clients for repeat business/referrals and with partners.
4. Cross-Selling: Identify opportunities to sell related products like insurance, fixed deposits, etc..
5. Reporting & Compliance: Maintain records, generate reports, and stay informed on financial regulations.

Essential Skills & Qualifications

1. Experience: Prior experience in home, mortgage, or personal loan sales is often required.
2. Education: HSC or Graduation is a minimum, with degrees preferred for senior roles.
3. Skills: Strong communication, active listening, interpersonal, negotiation, and sales skills.
4. Knowledge: Understanding of loan products, financial regulations, and market trends.

Typical Compensation & Benefits

1. Salary: Attractive base salary.
2. Incentives: Performance-based bonuses and incentives.
3. Career Growth: Opportunities for advancement.

INTERESTED CANDIDATES CAN APPLY OR CONTACT:

SIMRAN DSOUZA

9303440707

simran.dsouza@white-force.in