
Sales Executive
3 days ago
Umang Finance is looking for energetic and target-driven Loan Executives to join our growing team. The role involves meeting customers in person, promoting loan products, generating leads, and ensuring smooth loan application processing.
Key Responsibilities:
- Identify and approach potential customers for personal, business, home, or education loans.
- Generate leads through field visits, references, and local market activities.
- Explain loan products, eligibility criteria, interest rates, and required documents.
- Assist customers in completing loan applications and documentation.
- Maintain relationships with clients to ensure repeat business and referrals.
- Achieve assigned sales targets and report daily/weekly progress to the manager.
- Coordinate with the credit and operations team for loan approvals and disbursements.
- Participate in promotional activities, campaigns, and loan awareness drives.
- Collect feedback and update market information to improve sales strategies.
Requirements:
- Education: Minimum 12th pass; Graduate preferred.
- Experience: 0–3 years in loan sales, field sales, or related roles (freshers may apply).
- Skills:
- Strong communication and convincing ability.
- Comfortable with fieldwork and meeting new people.
- Basic knowledge of financial/loan products is an advantage.
- Goal-oriented, self-motivated, and willing to travel locally.
Benefits at Umang Finance:
- Salary + attractive performance-based incentives.
- Travel allowance as per company policy.
- Training and career growth opportunities in financial services.
- Supportive team environment.
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