Loan Executive
1 day ago
**Role Objective**
**Key Responsibilities**
**Lead Generation & Client Acquisition**
- Conduct **cold calling** to potential customers for retail loan products.
- Generate leads through tele calling, field visits, references, and social platforms.
- Schedule meetings and assist in client onboarding.
**Loan Processing & Documentation**
- Collect and verify required KYC and financial documents.
- Submit complete loan files to banks/NBFCs for processing.
- Ensure compliance with documentation standards.
**Disbursement & Conversion**
- Follow up with customers and financial institutions for approvals.
- Support in achieving monthly sales and disbursement targets.
- Ensure smooth end-to-end loan disbursement.
**Client Relationship Management**
- Provide after-sales support to customers.
- Build long-term client relations for repeat/referral business.
- Cross-sell other retail loan products where suitable.
**Data & Reporting**
- Maintain records of cold calls, leads, and conversions in Google Sheets/CRM.
- Update loan pipeline status daily.
- Report weekly performance and non-conversion cases to the manager.
**Qualifications**
**Education: Bachelor’s degree in Finance, Commerce, Business Administration, or related field**
**Experience: 0-1 year in sales, cold calling, or loan processing. Freshers with strong communication skills are welcome.**
**Skills**:
- Good communication and convincing ability in English, Hindi, and Gujarati.
- Comfortable with cold calling and target-driven sales.
- Basic knowledge of MS Office and Google Sheets.
- Interest in financial services and willingness to learn.
Pay: ₹20,000.00 - ₹25,000.00 per month
Work Location: In person
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