Loan Sales Associate

5 days ago


Delhi Delhi, India Excellanto Ventures Pvt Ltd Full time

Job Title: Loan Sourcing & Business Tie-Up Executive

Department: Loan Business Development

Location: Nehru Place, New Delhi

Job Summary:
Key Responsibilities:

- **Call and connect with CAs, Real Estate Agents, and Builders for loan product tie-ups.**
- Meeting Fix up with CAs, Real Estate Agents, and Builders for loan product tie-ups
- Meeting with CAs, Real Estate Agents, and Builders for loan product tie-ups with reporting manager
- **Maintain and strengthen relationships with existing clients.**
- **Analyze loan-related data to identify patterns and new business opportunities.**
- **Use AI tools and digital platforms for sourcing and improving loan business.**
- **Work on Excel and Google Sheets to manage and report data.**
- **Follow up on leads and ensure proper documentation and closure.**
- **Support the team in meeting monthly and quarterly business targets.**

**Requirements**:

- **Minimum 1-2 years of experience in loans, finance, or sales-related roles.**
- **Good communication in Hindi and basic English.**
- **Comfortable making phone calls to professionals like CAs and property consultants.**
- **Basic to intermediate skills in MS Excel and Google Sheets.**
- **Knowledge of loan products and how loan sourcing works.**
- **Familiarity with digital tools and AI-based business processes is a plus.**

Compensation & Benefits:

- **Fixed salary with attractive performance-based incentives.**
- **Opportunities for skill development in fintech tools and AI usage.**
- **Work in a growing team with career growth potential.**

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

Pay: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Flexible schedule

Schedule:

- Day shift
- Monday to Friday

Work Location: In person



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