Loan Executive

Conduct outbound calls to potential and existing customers to promote Business Loan and Personal Loan products. • Explain product features, loan structures, eligibility criteria, interest rates, and documentation requirements clearly to customers. • Understand customer requirements (business or personal) and recommend suitable financial solutions. • Achieve and exceed monthly sales targets and defined KPIs. • Handle customer queries and provide professional assistance throughout the loan process. • Maintain accurate records of customer interactions, leads, and conversions in CRM systems. • Follow up on leads from multiple sources to ensure successful closures. • Coordinate with internal teams and lenders for smooth processing and disbursement. • Ensure adherence to company policies, processes, and compliance guidelines.