Retail Loan Specialist

1 week ago


Dehra Dūn, Uttarakhand, India beBeeFinance Full time ₹ 6,00,000 - ₹ 12,00,000

We are seeking to hire talented professionals for the role of Loan Officer. This is a dynamic position that involves promoting and processing various retail loan products.

Key Responsibilities:
  • Customer Acquisition & Lead Generation
    • Identify potential customers for Home Loans, Personal Loans, and Business Loans through field visits and lead generation activities.
    • Explain loan products, features, and eligibility criteria to prospective clients.
  • Loan Processing & Documentation
    • Assist customers in completing loan applications and collecting necessary documentation.
    • Coordinate with internal teams for quick processing and disbursement.
  • Sales Target Achievement
    • Achieve monthly sales targets for all loan products.
    • Actively cross-sell other financial products where applicable.
  • Customer Relationship Management
    • Provide after-sales service to ensure customer satisfaction and retention.
    • Maintain long-term client relationships for repeat business.
    Key Skills & Competencies:
    • Strong communication and interpersonal skills
    • Target-driven mindset with persuasive selling skills
    • Customer-centric approach
    • Knowledge of retail lending products
    • Basic computer skills


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