Personal Loan

Job Description Job Title: Loan Sales Executive Job Summary The Loan Sales Executive is responsible for generating new customers and selling loan products such as overdraft and personal loan . The role focuses on achieving monthly sales targets through lead generation, customer interaction, and coordination with the operations team for loan processing. Key Responsibilities Identify and approach potential customers for loan products. Generate leads through tele-calling. Explain loan products, eligibility, interest rates, and documentation requirements to customers. Achieve assigned monthly loan disbursement targets. Collect required documents from customers and ensure proper loan application submission. Coordinate with credit and operations teams for loan approval and disbursement. Maintain regular follow-up with customers until loan disbursement. Build strong relationships with customers Sales Targets (Example) Monthly Loan Disbursement Target: ₹25 Lakh Monthly Loan Cases: 8 – 12 loan files Daily Lead Generation: 5 new leads Skills Required Good communication and convincing skills Basic knowledge of loan products (overdraft and personal loan ) Customer relationship management Ability to work under sales targets