My Money Mantra

- This is a full-time, on-site role for a Team Leader Personal Loan Sales located in Noida.

- This role involves leading a team of loan sales executives to meet sales targets through DSAs and direct sourcing.

- The ideal candidate must have hands-on experience in the loans industry, a strong understanding of credit and documentation, and the ability to drive highperforming sales strategies.

- The Sales Team Leader will also be responsible for coaching the team, maintaining compliance, and achieving monthly business goals.

Key Responsibilities:

Team Leadership & Target Achievement:

- Lead and supervise a team of sales executives across loan products (Personal, Business, Home Loans, etc.

- Set and monitor individual and team sales targets.

- Motivate and guide the team toward consistent achievement of targets and productivity.

Channel & DSA Management:

- Source business through DSA channels, referrals

- Build and maintain strong relationships with DSAs and other sales partners.

- Ensure proper onboarding and training of new DSAs and agents.

Sales Execution & Customer Management:

- Guide the team through the sales process - from lead generation to file login and disbursal.

- Resolve escalations and ensure smooth customer experience throughout the loan lifecycle.

- Support in documentation and KYC collection processes.

Reporting & Coordination:

- Monitor and review daily sales activities, pipeline status, and lead conversions.

- Prepare MIS reports and daily dashboards for internal tracking and review.

- Coordinate with internal teams (Operations, Credit, and Disbursement) for smooth process flow.

- Responsibilities include training and mentoring team members, monitoring performance, handling escalated customer issues, and collaborating with other departments to optimize processes.

- Ability to analyze data and metrics to drive strategic decisions. Knowledge of Financial Products, especially personal loans.

- Minimum 2-4 years in loan sales with strong exposure to DSA models

- Proven experience in products like Personal Loans, Business Loans, or Home Loans

- Strong communication, leadership, and field sales skills

- Basic understanding of credit processes and financial documentation