Loan Executive

The Customer Care & Sales Executive is responsible for handling customer queries, providing clear and helpful information, and actively promoting and selling the company’s products or services. The role requires a blend of strong communication, problem-solving ability, and a target-oriented mindset to ensure customer satisfaction while achieving sales goals.

• Key Responsibilities

• Customer Care Responsibilities

• Handle inbound and outbound calls, WhatsApp, chat, or email queries.

• Resolve customer issues related to products, payments, account status, or service delays.

• Provide accurate information and guide customers professionally.

• Maintain detailed records of customer interactions in CRM.

• Escalate unresolved or technical issues to the concerned team.

• Ensure high levels of customer satisfaction and service quality.

• Sales Responsibilities

• Connect with potential customers to explain product features and benefits.

• Conduct follow-ups to convert leads into sales.

• Manage the entire sales cycle—from lead generation to closing deals.

• Upsell and cross-sell products/services whenever applicable.

• Meet daily, weekly, and monthly sales targets.

• Maintain good relationships with customers for repeat business.

• Required Skills & Competencies

• Excellent verbal and written communication skills.

• Strong convincing and negotiation abilities.

• Customer-focused approach with active listening.

• Ability to handle difficult conversations with patience and professionalism.

• Basic computer knowledge (Excel, CRM, emails, calling tools).

• Confident personality with a positive attitude.

• Multi-tasking ability and good time-management skills.