Job Description

Sales Executive – Personal Loan (NBFC)

Generate leads through field visits, references, cold calling, and digital platforms.
Identify potential customers and explain personal loan products and features.
Understand customer requirements and recommend suitable loan solutions.
Collect and verify customer documents as per KYC and company guidelines.
Assist customers in completing loan application forms accurately.
Conduct preliminary eligibility checks and assess customer profiles.
Coordinate with credit, operations, and verification teams for loan processing.
Follow up with customers to ensure timely document submission and loan disbursement.
Maintain regular communication with existing and prospective customers.
Achieve monthly sales and disbursement targets set by the company.
Build and maintain relationships with DSAs, referral partners, and channel partners.
Update customer interactions and sales activities in CRM/software.
Ensure compliance with company policies, RBI regulations, and internal processes.
Resolve customer queries and provide post\-disbursement support when required.
Prepare daily, weekly, and monthly sales reports for management review.