Loan Sales Executive

Dear Candidate

Kindly find below details.

About Profcyma :

Profcyma Solutions, your trusted partner in navigating the world of finance, loans, and insurance. At Profcyma, we understand the importance of financial well-being and security. With a commitment to transparency and personalized service, we strive to simplify complex financial decisions. Our dedicated team is here to guide you through a seamless experience, offering tailored solutions to meet your unique needs. Discover peace of mind with Profcyma Solutions – your gateway to a more secure and prosperous financial future.

A BDE (Business Development Executive) for loan processing plays a key role in acquiring new clients, handling inquiries, and managing the loan application process. Here’s a typical job description for a BDE in this field:Role Overview:The Loan Sales Executive is responsible for generating leads, acquiring new customers, and promoting various loan products offered by the company. The role involves field/telephonic sales, customer relationship management, and achieving monthly sales targets.

Key Responsibilities:

1. Sales & Business Development Identify prospective customers for personal loans, business loans, home loans, auto loans, or any other loan products. Conduct outbound calls, field visits, and follow-up with leads to convert them into successful sales. Explain loan products, eligibility, documentation, interest rates, and processing fees clearly to customers. Achieve monthly sales and revenue targets assigned by the management.

2. Customer Management Build and maintain strong customer relationships to ensure repeat business and referrals.

Assist customers through the complete loan application process.

Collect required documents and coordinate with the internal verification team.

3. Market ResearchUnderstand the competitive landscape and provide insights to management.

Stay updated with latest trends, interest rates, and offers in the loan/finance industry.

4. Reporting Prepare daily/weekly reports on leads, conversions, and pipeline status.

Update CRM/Excel sheets with accurate customer data.

Eligibility Criteria / Requirements:

Education: Minimum HSC/Graduate in any stream.

Experience: 0–2 years (Freshers with good communication skills can also apply).

Prior experience in loan sales/finance/banking will be an added advantage.

Skills Required:

Strong communication and convincing skills

Basic knowledge of loan/finance products

Target-oriented attitude

Customer handling skills

Good negotiation and interpersonal skills

Ability to work in a fast-paced environment

Benefits:

Attractive salary + performance-based incentives

Monthly and quarterly bonus opportunities

Training and skill development sessions

Career growth in sales and financial sector

Language : English and Marathi , Hindi

Package : 2.5L to 3.5L (Lucrative Incentive Depends on overall Skills and the educational qualification)

Working Days- (9.30am to 6.30pm) Monday to Saturday

Sunday Week off

Location- Pune

Profcyma Finacial Solutions Pvt Ltd

2nd floor, Office No 3, Opp high-class soc, M.no 734 Near Suryadutta College, Bavdhan Khurd, Pune 411021.

Thanks & Regards,

Siddhi Gupchup/Deepti Deshmukh

8956101160/7756042383

Profcyma Financial Solutions Pvt Ltd

www.profcymafinance.com