Loan Executive

Investation Team Private Limited

Mumbai/Bombay

₹25,000 - ₹41,000 monthly

Fixed

25000 - ₹41000

Earning Potential

41,000

Work from Office

Full Time

Min. 1 year

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

12 applicants

Benefits include: Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Internet Allowance, Laptop, Health Insurance, ESI (ESIC), Food/Meals, 5 working days

Job Description

Location: Mumbai, Delhi, Noida, Ghaziabad, Gurugram, Bangalore, Navi Mumbai (PAN India Hiring)

No. of Openings: 12

Qualification: Graduate (Any discipline)

Gender: Male/Female

Age: Up to 40 years

Experience: Minimum 1 year in Loan (Home Loan, LAP, Business Loan, Gold Loan, Secured Loan) sales (Banking/NBFC preferred)

Language Requirement: Good communication skills (Hindi, English and local language preferred)

Working Days & Hours: As per Company norms

CTC: For RM upto - 5 LPA & For Manager upto - 9 LPA

Interview Mode: Face to Face

Interview Rounds: 2

Joining Timeline: Immediate joiners preferred


Key Responsibilities:

  • Source Home Loan, LAP, Business Loan, Gold Loan, Secured Loan business through open market activities, connector network, existing customer referrals
  • Identify potential customers and generate leads through cold calls, field visits, and relationship building.
  • Explain loan products, eligibility, and documentation requirements to customers.
  • Assist customers with the loan application process and ensure smooth file processing until disbursal.
  • Achieve assigned monthly and annual sales targets.
  • Maintain relationships with builders, real estate agents, and other channel partners to drive business.
  • Coordinate with internal teams (credit, operations, and legal) for quick turnaround and customer satisfaction.
  • Ensure compliance with KYC norms, company policies, and regulatory guidelines.
  • Provide regular market feedback to improve products and services.
  • Desired Skills & Competencies:Knowledge of Home Loan, LAP, Business Loan, Gold Loan, Secured Loan products, banking processes, and documentation.
  • Good communication, negotiation, and interpersonal skills.
  • Ability to generate leads and convert prospects into customers.
  • Self-motivated, target-driven, and comfortable with field sales.
  • Basic computer knowledge (MS Office/CRM) is an advantage


Job role

Work location

Mumbai, Maharashtra, India

Department

Banking / Insurance / Financial Services

Role / Category

Banking/Loan Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 1 year

Education

Graduate

Skills

Loan Sales, Housing loan, Gold Loan Sales, Business Loans, Loan Against Property, Business Loan Sales, Education Loans, Personal Loans, Two-Wheeler Loans, Home Loans, Corporate Loans, Vehicle Loans, Home Loan Sales, Micro Loan Sales, Property Loan, LAP (Loan against property)

English level

Basic English

Age limit

18 - 40 years

Gender

Male

About company

Name

Investation Team Private Limited

Address

Mumbai, Maharashtra, India

Job posted by Investation Team Private Limited

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