Loan Products Sales Executive

4 days ago

Patna Bihar, India TRE-CRED SOLUTIONS PRIVATE LIMITED Full time

**1. Loan Sales Performance**
- Achieve daily, weekly, and monthly sales and disbursement targets
- Sell multiple loan products including Personal Loan, Business Loan, Home Loan, and Loan Against Property
- Focus on quality approvals and revenue generation
- Maintain balanced performance across banks and loan products

**2. Lead Generation and Customer Acquisition**
- Generate self-sourced leads through open market, referrals, and corporate tie-ups
- Approach potential customers in residential areas, offices, shops, and marketplaces
- Build a referral network for repeat loan business

**3. Customer Interaction and Loan Advisory**
- Understand customer financial needs and eligibility
- Explain loan features, interest rates, EMI, tenure, and charges clearly
- Recommend suitable loan products and lenders
- Maintain ethical and transparent sales practices

**4. Documentation and Compliance**
- Collect and verify complete KYC, income, and property documents
- Ensure eligibility as per bank/NBFC and DSA guidelines
- Avoid fake, incomplete, or non-compliant documentation
- Follow regulatory and internal compliance standards

**5. Follow Ups and Case Management**
- Follow up with customers for pending documents or clarifications
- Coordinate with credit, operations, and bank teams to close cases

**6. Field Activity and Market Coverage**
- Conduct daily field visits in assigned areas
- Identify high potential locations and customer segments
- Maintain strong market presence and visibility

**7. Reporting and MIS**
- Submit daily, weekly, and monthly sales and activity reports
- Update CRM or tracking sheets accurately
- Track pipeline, approvals, rejections, and disbursements

**8. Relationship Management**
- Maintain strong relationships with customers, bank/NBFC officials, and referral partners
- Act as escalation point for customer issues
- Support smooth coordination between field and operations

**9. Brand Representation and Ethics**
- Represent company and lender brands professionally
- Ensure ethical sales practices and avoid mis-selling
- Maintain customer trust and satisfaction

**Job Type**: Permanent

Pay: ₹200,000.00 - ₹400,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

**Experience**:

- Loan: 1 year (required)
- Banking: 2 years (required)
- Field sales: 2 years (preferred)

Work Location: In person

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