Banking Executive

We are looking for a dynamic and target-driven Banking sales Executive to promote and sell loan products over calls. The candidate will be responsible for generating leads, explaining loan products, and assisting customers throughout the loan application process.

Key Responsibilities

• Make outbound calls to potential customers to promote loan products (Personal Loan, Business Loan, Home Loan, LAP, etc.)
• Explain product features, eligibility criteria, interest rates, and documentation requirements
• Understand customer needs and suggest suitable loan options
• Follow up on leads and convert them into successful loan applications
• Handle inbound queries and provide accurate information to customers
• Maintain proper records of calls, leads, and customer details in CRM
• Coordinate with internal teams for smooth loan processing and disbursal
• Achieve daily, weekly, and monthly sales targets
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(These responsibilities align with common loan telecalling roles in India’s BFSI sector.)

Required Skills

• Strong communication and convincing skills
• Good sales and negotiation ability
• Basic knowledge of loan products
• Ability to handle customer queries effectively
• Target-oriented and self-motivated
• Basic computer knowledge (MS Excel / CRM tools)