Loan Executive

J *ob Description:*

Loan Sales Executive

Department: Sales

Reporting To: Team Leader – Loan Sales

Location: Nawada, West Delhi, Delhi

Employment Type: Full-Time

*About Money2Go*

Money2Go is a fast-growing financial services company committed to making loans simple, transparent, and accessible across India. We specialize in Home Loans, Business Loans, Personal Loans, Loan Against Property (LAP), Overdraft Facilities, Working Capital Finance, Education Loans, and other financial solutions.

We believe in building a culture driven by accountability, professionalism, customer satisfaction, and continuous growth.

*Position Overview*

The Loan Tele Sales Executive is responsible for generating qualified business opportunities through outbound calling, follow-ups, customer relationship management, lead generation, documentation support, and coordination with internal departments to ensure smooth loan processing until successful disbursement.

The role requires strong communication skills, persistence, customer-centric thinking, and the ability to achieve performance targets in a fast-paced environment.

*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. CRM Management

- Maintain accurate CRM records including:

- Call Status

- Follow-Up Dates

- Customer Notes

- Documentation Status

- Login Status

- Disbursement Status

Every customer interaction must be updated on the CRM.

7. Customer Experience

- Respond professionally.

- Maintain regular communication.

- Resolve basic customer queries.

- Ensure timely updates.

- Build long-term relationships.

- Daily Performance Expectations

*Education*

Graduate preferred.

Exceptional candidates may be considered based on experience.

*Skills Required*

- Excellent communication skills.

- Strong negotiation ability.

- Persuasive selling skills.

- Customer handling.

- Relationship building.

- CRM proficiency.

- Basic MS Office knowledge.

- Target-oriented mindset.

- Time management.

- Positive attitude.

- Compensation

*Salary:*

₹15,000 – ₹30,000 per month

(Depending on experience, capability, and interview assessment.)

*Additional Benefits:*

- Attractive Incentives

- Performance Rewards

- Career Growth Opportunities

- Training & Development

- Internal Promotions

- Employee Recognition Programs

- Ideal Candidate Profile

*We are looking for individuals who are:*

- Self-driven

- Disciplined

- Customer-focused

- Ethical

- Goal-oriented

- Accountable

- Eager to learn and grow

- Able to perform under targets and timelines