Sales Executive

We are looking for energetic, self-motivated, and target-oriented Sales Executives to generate new business opportunities, meet prospective customers, understand their financial requirements, and convert qualified leads into loan applications and successful disbursements.

• Key ResponsibilitiesIdentify and approach business owners, traders, manufacturers, doctors, professionals, and other potential customers.
• Generate leads for business loans, mortgage loans (LAP), home loans, working capital loans, and other financial products.
• Conduct field visits and meet prospective customers to understand their loan requirements.
• Explain loan eligibility, documentation requirements, and available loan options.
• Collect basic customer information and coordinate the collection of required documents.
• Follow up regularly with leads generated through telecallers, digital marketing, referrals, and personal networking.
• Coordinate with the internal telecalling team and banking or NBFC sales managers.
• Maintain customer details, follow-up schedules, and sales pipeline records in Excel or CRM software.
• Build relationships with customers, accountants, chartered accountants, dealers, and business referral partners.
• Achieve monthly lead-generation, loan-login, and business-conversion targets.
• Provide regular updates on customer meetings, lead status, and expected business.
• Products to Be PromotedBusiness loans
• Mortgage loans / Loan Against Property (LAP)
• Home loans
• Working capital and business expansion loans
• Professional loans for doctors and chartered accountants
• School, college, and commercial property loans
• Required SkillsGood communication and convincing skills.
• Strong customer relationship and negotiation abilities.
• Willingness to travel locally for customer meetings and field visits.
• Ability to identify sales opportunities and close business.
• Basic knowledge of MS Excel, WhatsApp, email, and CRM tools.
• Target-oriented attitude with a willingness to learn.
• Knowledge of banking, loans, and financial products is an advantage.
• Ethical conduct and professional customer handling.
• Preferred Candidate ProfileExperience in banking sales, NBFCs, DSA businesses, insurance sales, or financial services.
• Candidates with experience in field sales and business development are preferred.
• Freshers with confidence, a positive attitude, and a strong willingness to work towards targets may also apply.
• Compensation & BenefitsFixed salary starting from ₹18,000 per month, depending on experience.
• Attractive incentives based on business performance.
• Training on loan products, customer acquisition, and sales processes.
• Opportunity to build a career in banking, financial services, and fintech.
• Career growth opportunities into Senior Sales Executive and Sales Manager roles.