Sales Executive

Responsibilities:

· Achieve monthly and quarterly team sales and revenue targets for various loan

products and financial services within the assigned region by effectively

leading and monitoring team performance.

· Lead, mentor, and motivate a team of sales executives to drive business growth,

ensuring alignment with organizational goals and maintaining high

productivity levels.

· Develop new business opportunities for Zatpat Loans Advisory Services by building and

strengthening relationships with key clients, business partners, corporate

accounts, and financial institutions.

· Oversee lead generation activities across multiple channels, guide team members in

conducting client meetings, and ensure proper understanding of financial

needs, loan products, and eligibility criteria.

· Monitor and ensure timely follow-ups by the team to maximize lead conversion, enhance

customer satisfaction, and build long-term client and partner relationships.

· Drive team performance in promoting and cross-selling the full range of loan

solutions, including Construction Finance, Inventory Finance, Home Loans, and

Mortgage Loans, based on client profiles and requirements.

· Track and review team performance metrics including leads, applications,

disbursements, and collections through CRM systems, and share detailed

reports and insights with senior management.

· Ensure team adherence to company policies, processes, and compliance standards while

maintaining high levels of professionalism during client interactions,

financial events, and partner meetings to strengthen brand presence.

Requisite Skills:

· Bachelor’s degree in sales, marketing, finance, or a related field.

· Proven experience in sales/service within financial services, loans, cards, banking,

NBFC, or related sectors.

· Ability and experience in leading a sales team and driving target achievement.

· Strong communication, negotiation, presentation, and interpersonal skills.

· Ability to work independently and with a team, and travel within the assigned

territory on a regular basis.

· Goal-oriented mindset with strong focus on revenue generation, conversion, and relationship

management.

· Familiarity with CRM tools, Excel-based reporting, and sales funnel management.