Senior Loan Specialist

2 days ago


Dehra Dūn, Uttarakhand, India beBeeLoan Full time ₹ 15,00,000 - ₹ 28,00,000

We are seeking highly motivated and results-driven Loan Professionals to promote and process various retail loan products. The ideal candidate will be responsible for sourcing and processing Home Loans, Personal Loans, and Business Loans while delivering exceptional customer experiences.

Key Responsibilities:

  • Identify and approach potential customers for Home Loans, Personal Loans, and Business Loans through field visits, referrals, and lead generation activities.
  • Explain loan products, features, eligibility criteria, and documentation requirements to prospective clients.

Loan Origination & Documentation

  • Assist customers in completing loan applications and gathering all necessary documentation.
  • Collaborate with internal credit and operations teams for timely processing and disbursement.

Sales Target Achievement

  • Achieve monthly and quarterly sales targets for all loan products.
  • Cross-sell other financial products such as insurance and credit cards where applicable.

Customer Relationship Management

  • Provide post-sale support to ensure customer satisfaction and retention.
  • Maintain long-term client relationships for repeat business and referrals.

Essential Skills & Competencies:

  • Strong communication and interpersonal skills
  • Target-driven mindset with persuasive selling abilities
  • Customer-centric approach
  • Knowledge of Home Loans and other retail lending products
  • Basic computer skills (MS Office, email, CRM tools)


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