Loan Executive

Role & responsibilities

Source and generate business for Business Loans, MSME Loans, CC Limits, LAP, Home Loans, and Project Finance.

Achieve individual sales targets on a monthly and quarterly basis.

Identify and develop new customer leads through market visits, references, and DSA networks.

Conduct client meetings to understand loan requirements and recommend suitable products.

Coordinate with DSAs, connectors, and channel partners to generate quality leads.

Explain loan products, eligibility criteria, interest rates, and documentation requirements to customers.

Collect and verify documents required for loan processing and sanction.

Follow up with customers and internal teams to ensure timely loan disbursement.

Resolve customer queries and objections during the sales process.

Maintain strong relationships with existing customers for repeat and referral business.

Coordinate with Credit and Operations teams for smooth processing and closures.

Maintain accurate and updated MIS of leads, visits, and conversions. Conduct field visits and market activities as required.

Submit daily and weekly sales activity reports to the Reporting Manager.

Stay updated on competitor products, market trends, and industry practices.

Preferred candidate profile

• Financial Metrics: Team Business Volume, Total Revenue Generated, and % Target Achievement.
• Pipeline Efficiency: Lead-to-Login Conversion Ratio and Login-to-Sanction Ratio.
• Channel Growth: Number of active DSAs onboarded and total partner-sourced business volume.
• Team Productivity: Per-member sales output, retention rate, and training completion milestones.
• Personal Contribution: Individual DSA meetings, direct client closures, and self-target fulfillment.

Perks and benefits

Salary upto 4 LPA

• Health insurance