Business Loan Sales

4 days ago


Kandivali Mumbai Maharashtra, India Team HR Full time

**Job Title**: Business Loan Sales Executive
**Location**: Kandivali

**Job Summary**:
We are looking for a motivated and result-driven **Business Loan Sales Executive** to actively seek out and engage customer prospects for business loan products. You will be responsible for generating leads, assessing customer eligibility, and closing loan deals to meet and exceed targets.

**Key Responsibilities**:

- Identify and acquire new customers for business loan products (term loans, working capital loans, SME loans, etc.)
- Handle end-to-end loan sales process - lead generation, customer meetings, documentation, and loan disbursement.
- Understand clients’ business models, cash flows, and funding needs to recommend suitable loan products.
- Maintain relationships with existing customers for repeat business and cross-selling.
- Achieve monthly and quarterly sales targets as assigned.
- Coordinate with credit and operations teams for loan processing and timely disbursal.
- Ensure compliance with internal policies, KYC norms, and RBI guidelines.
- Conduct field visits and cold calls as necessary.
- Maintain accurate sales pipeline and reports using CRM or sales tracking tools.

**Key Skills & Competencies**:

- Strong knowledge of business loans, SME lending, and financial products
- Excellent communication, negotiation, and interpersonal skills
- Target-oriented with a proven sales record
- Good analytical and problem-solving abilities
- Ability to work under pressure and meet deadlines

**Qualifications**:

- Bachelor’s degree in Finance, Business, or related field (MBA preferred)
- 1-3 years of experience in loan sales, preferably in SME or business lending
- Familiarity with financial documents (bank statements, ITRs, GST filings, etc.)
- Knowledge of NBFC/bank lending processes

**Job Types**: Full-time, Permanent

Pay: ₹18,000.00 - ₹40,000.00 per month

Work Location: In person

**Speak with the employer**
+91 8828410508


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