Team Lead

2 days ago

Rajkot, Gujarat, India Weekday AI Full time ₹ 5,00,000 - ₹ 15,00,000 per year

This role is for one of Weekday's clients

Min Experience: 1 year

Location: Rajkot

JobType: full-time

Requirements

We are looking for a motivated and performance-driven Team Lead – Loan Sales to oversee and manage a team of loan sales executives. The ideal candidate should have prior experience in loan sales—personal loans, business loans, home loans, or similar—and possess strong leadership and customer relationship management skills. You will be responsible for driving sales performance, mentoring your team, ensuring excellent customer experience, and achieving business growth targets in a dynamic financial services environment.

This role is ideal for someone who has experience in frontline loan sales and is now ready to step into a team management position with accountability for team performance, sales conversion, and compliance.

Key Responsibilities
  • Lead and manage a team of loan sales executives to achieve monthly and quarterly business targets.
  • Drive loan sales performance across multiple loan products such as personal loans, business loans, LAP, or credit cards.
  • Monitor and analyze individual and team KPIs to ensure consistent achievement of targets.
  • Provide ongoing coaching, training, and motivation to team members to enhance productivity and sales conversion.
  • Handle customer escalations and ensure prompt resolution of queries and grievances.
  • Develop and implement sales strategies and action plans to expand the customer base and improve loan disbursement volumes.
  • Work closely with internal teams such as operations, credit, and risk to ensure smooth processing and timely disbursement of loans.
  • Maintain accurate records of customer interactions, applications, and lead conversions in CRM systems.
  • Ensure compliance with organizational policies, credit guidelines, and all regulatory requirements.
  • Conduct regular team meetings, performance reviews, and reporting on daily, weekly, and monthly performance metrics.
  • Identify process gaps and collaborate with stakeholders to improve efficiency and turnaround times.
  • Represent the company in promotional activities, lead-generation events, and partnerships to increase brand visibility and market reach.
  • Maintain a high standard of customer service, ensuring every client interaction reflects trust and professionalism.
Required Skills & Qualifications
  • Minimum 1 year of experience in loan sales, preferably in personal, business, or home loans.
  • Proven experience handling sales targets and achieving or exceeding goals.
  • Strong understanding of loan products, sales processes, and financial documentation.
  • Excellent communication and interpersonal skills with the ability to motivate and influence others.
  • Strong leadership qualities and experience mentoring or supervising a small sales team.
  • Analytical mindset with the ability to interpret sales data and make informed decisions.
  • Proficiency in MS Office, CRM systems, and digital sales tools.
  • Knowledge of KYC norms, compliance guidelines, and loan processing workflows.
  • Bachelor's degree in Business Administration, Finance, or a related field (MBA preferred).
Key Attributes
  • Result-oriented with a passion for sales excellence.
  • Strong problem-solving and decision-making abilities.
  • High degree of ownership, integrity, and accountability.
  • Energetic, adaptable, and capable of thriving in a fast-paced environment.

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