Loan Executive

Key Responsibilities 1. Lead Generation - Generate fresh loan enquiries through outbound cold calling. - Re-engage existing and inactive leads. - Generate referrals from existing customers. - Identify opportunities for cross-selling and up-selling. - Maintain a healthy daily sales pipeline. 2. Customer Consultation - Understand customer financial requirements. - Explain suitable loan products. - Educate customers regarding eligibility criteria. - Explain documentation requirements. - Build trust through transparent communication. 3. Sales Conversion - Convert enquiries into qualified leads. - Follow up consistently until closure. - Handle customer objections professionally. - Maximize login-to-disbursement conversion. 4. Documentation - Collect complete customer documentation. - Verify preliminary eligibility. - Ensure documentation accuracy. - Submit complete files to Operations. 5. Coordination Coordinate regularly with: - Team Leaders - Operations Team - Customers until final disbursement. 6. Customer Experience - Respond professionally. - Maintain regular communication. - Resolve basic customer queries. - Ensure timely updates. - Build long-term relationships. - Daily Performance Expectations Skills Required - Excellent communication skills. - Strong negotiation ability. - Persuasive selling skills. - Customer handling. - Relationship building.