Loan Sales Executive

Company: Recruza Alliance
Location: Bareilly, Uttar Pradesh
Position: Loan Sales Executive
Industry: Fintech
Employment Type: Full-Time

About the Role

Recruza Alliance is looking for a motivated and target-oriented Loan Sales Executive to join a growing fintech team in Bareilly. The candidate will be responsible for generating leads, acquiring customers, explaining loan products, and supporting customers throughout the loan application process.

Key Responsibilities

• Generate leads through field visits, referrals, tele-calling, digital channels, and other sources.
• Identify prospective customers and understand their financial requirements.
• Explain loan products, eligibility criteria, interest rates, documentation, and repayment terms clearly.
• Assist customers with the loan application and documentation process.
• Follow up with leads and prospective customers to convert applications into successful disbursals.
• Maintain strong relationships with existing and potential customers.
• Coordinate with internal teams for document verification, credit assessment, approval, and disbursement.
• Achieve assigned monthly sales and disbursement targets.
• Maintain accurate records of leads, customer interactions, applications, and follow-ups.
• Ensure all sales activities comply with company policies and applicable regulatory requirements.
• Stay updated on loan products, fintech processes, and market trends.

Requirements

• Graduate in any discipline preferred.
• Previous experience of minimum 2 to 3 years in loan sales, banking, NBFC, fintech, insurance, or financial services is an advantage.
• Freshers with strong communication and sales skills may also apply.
• Good communication, negotiation, and customer-handling skills.
• Strong sales orientation and willingness to achieve targets.
• Basic knowledge of smartphones, mobile applications, and digital financial services.
• Ability to work independently as well as part of a team.
• Willingness to undertake field visits when required.

Key Skills

• Loan & financial product sales
• Lead generation
• Customer acquisition
• Telecalling & field sales
• Relationship management
• Negotiation and persuasion
• Target achievement
• Documentation & follow-up
• Basic digital/fintech knowledge

What We Offer

• Competitive salary: 20,000 - 25,000 and performance-based incentives.
• Opportunity to build a career in the growing fintech and financial-services sector.
• Training and on-the-job learning.
• Professional and supportive work environment.
• Career growth opportunities based on performance.

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Provident Fund

Work Location: In person