Personal Loan Sales Executive Jobs Opening in Loans Mantra at Hosur
Job Description
Job Summary
We are seeking a dynamic and target-driven Personal Loan Sales Executive to join our growing financial services team. In this role, you will be responsible for promoting and selling personal loan products to individuals, helping clients meet their financial needs while supporting the organization in achieving its sales goals.
The ideal candidate should have excellent interpersonal and communication skills, a strong understanding of financial products, and the ability to work in a fast-paced, results-oriented environment. You will engage directly with customers through various channels—walk-ins, field visits, telecalling, digital leads—and play a key role in building customer relationships and ensuring a seamless loan application process.
Key Responsibilities
1. Sales and Customer Acquisition
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Identify and pursue new leads through cold calling, walk-ins, referrals, or database calling.
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Meet with potential customers to understand their loan requirements and explain the features and benefits of available personal loan products.
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Guide customers through the loan application process, ensuring all required documents are collected and submitted accurately.
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Achieve or exceed monthly sales targets and KPIs (e.g., number of loans disbursed, revenue generated).
2. Customer Relationship Management
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Build and maintain long-term relationships with clients to ensure customer satisfaction and loyalty.
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Provide prompt assistance and solutions to customer queries or concerns regarding loan terms, documentation, or disbursal timelines.
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Follow up with leads and past customers to promote repeat business or cross-sell additional financial products (e.g., credit cards, insurance).
3. Documentation and Compliance
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Verify and validate customer documentation such as identity proof, address proof, income documents, and bank statements.
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Ensure that applications are processed in compliance with internal policies and regulatory guidelines.
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Coordinate with credit, operations, and risk management teams to ensure timely loan processing and approvals.
4. Market Intelligence and Feedback
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Keep up to date with market trends, competitor offerings, and customer behavior to adapt sales strategies accordingly.
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Collect feedback from clients and communicate insights to product and marketing teams for improvement of loan offerings and service delivery.
5. Reporting and Coordination
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Maintain accurate and up-to-date records of leads, customer interactions, applications, and status updates using CRM software or internal systems.
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Provide daily/weekly/monthly reports to supervisors outlining performance metrics and lead conversion status.
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Coordinate with internal teams including credit analysts, underwriting, and customer service to ensure smooth loan processing.
Required Skills and Competencies
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Sales Skills: Strong ability to identify prospects, persuade clients, and close sales in a competitive environment.
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Communication: Excellent verbal and written communication skills to explain loan products clearly and confidently.
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Customer Service: A customer-first mindset with strong relationship-building capabilities.
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Product Knowledge: Good understanding of personal loan products, interest rates, EMI calculations, eligibility criteria, and documentation requirements.
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Time Management: Ability to manage multiple leads, follow-ups, and documentation efficiently.
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Negotiation: Confident in discussing loan terms and handling objections.
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Tech Savvy: Familiarity with CRM tools, mobile sales apps, and MS Office (Excel, Word, PowerPoint).
More information about this Personal Loan Sales Executive Job
Please go through the below FAQs to get all answers related to the given Personal Loan Sales Executive job
- What are the job requirements to apply for this Personal Loan Sales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Personal Loan Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, B.Com, BA, BBA/BBM, BSc, 12th Pass (HSE)
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Personal Loan Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Personal Loan Sales Executive position?
- Ans: There are immediate 1 job openings for Personal Loan Sales Executive in our Organisation.
Job Particulars
About Company
Introduction About Our Organisation
We Are the leading DSA(Direct Sales Agency) for Multiple Banks. We are Into this Business for past 15 years. Around 100 Employees Are Working. We Delivering 2500 Credit cards, 10crs Personal Loan, 8 Crs Business Loan, 10crs Housing Loan/Mortgage Loan in a month in South India. We are Located In South India Locations.
Our Core Motive is to Create a Bridge Between Banks and Customers. One Roof for Banks and Customers.
Hosur 
Freshers 
Salary not disclosed 
Diploma, BE/B.Tech
Bangalore, Hosur
Freshers
Salary not disclosed
Diploma, B.Com, MBA/PGDM, Master in Marketing, Other Post Graduate, Other Course 
