Sales Executive

Job Type

Full-Time

Department

Sales / Retail Lending

Job Location

[Faridabad/Rohini - Delhi]

Job Summary

We are looking for an energetic and target-oriented Sales Executive with at least 2 years of experience in loan sales, preferably in Home Loans and Business Loans. The candidate will be responsible for generating leads, acquiring new customers, managing the complete sales cycle, and achieving monthly sales and disbursement targets.

Key Responsibilities

• Generate new leads through direct sourcing, referrals, field visits, digital channels, and existing customer networks.
• Sell and promote Home Loans, Business Loans, Loan Against Property (LAP) and other relevant loan products.
• Understand customer financial requirements and recommend suitable loan products.
• Build and maintain strong relationships with customers, channel partners, builders, property dealers, DSA/DST partners, and other referral sources.
• Conduct regular field visits for lead generation and customer acquisition.
• Manage the complete sales process from lead generation to login, sanction, documentation, and disbursement.
• Coordinate with credit, operations, legal, technical, and underwriting teams for smooth processing of applications.
• Collect and verify required customer and financial documents.
• Follow up regularly with customers to ensure timely completion of documentation and loan processing.
• Achieve assigned monthly and quarterly sales, login, sanction, and disbursement targets.
• Maintain accurate records of leads, customer interactions, applications, and sales pipeline.
• Ensure compliance with company policies, lending guidelines, KYC requirements, and regulatory norms.
• Provide regular sales reports and market feedback to the reporting manager.
• Identify new business opportunities and develop new customer acquisition channels.

Candidate Profile

• Minimum 2 years of relevant experience in sales, preferably in Home Loans, Business Loans, LAP, Mortgage Loans, or Retail Banking/NBFC products.
• Proven track record of achieving sales targets.
• Good understanding of loan products, basic financial documentation, and the lending process.
• Strong communication, negotiation, and relationship-management skills.
• Good convincing and customer-handling abilities.
• Comfortable with field sales and customer meetings.
• Self-motivated, result-oriented, and capable of working independently.
• Basic knowledge of MS Office and CRM/sales applications.
• Local market knowledge and an existing customer/channel network will be an advantage.
• Two-wheeler and valid driving licence preferred.

Key Skills

Loan Sales | Home Loans | Business Loans | LAP | Lead Generation | Direct Sales | Field Sales | Customer Acquisition | Relationship Management | Channel Sales | Target Achievement | Negotiation | Documentation | CRM

Key Performance Indicators (KPIs)

• Monthly lead generation
• Customer acquisition
• Loan application/login volume
• Sanction value
• Disbursement value
• Conversion ratio
• New channel/DSA acquisition
• Customer retention and referrals
• Achievement of monthly and quarterly sales targets

Compensation

Salary: [300000] per annum + attractive incentives based on performance.

Preferred Industry Background

Candidates from Banks, NBFCs, Housing Finance Companies, FinTech/Lending Companies, DSA/DSA Networks, and Financial Services will be preferred.Role & responsibilities

Interested candidates please share you CV to - [email protected] or call at 9319313752