Sales Executive

Overview

We are looking for a proactive Business Loan Sales Executive who will focus on acquiring new customers for various business loan products including MSME, SME, and working capital loans. This role demands understanding clients' financing needs, promoting tailored loan solutions, and overseeing the complete sales cycle from prospecting to loan disbursal.

Key Responsibilities

• Develop new business opportunities by conducting field visits, obtaining referrals, cold calling, and leveraging networking.
• Identify and onboard customers seeking business loans such as MSME, SME, and working capital financing.
• Assess customer financial requirements and suggest suitable loan products.
• Gather and validate necessary documentation for the loan application process.
• Collaborate with credit, operations, and underwriting teams to facilitate timely approval and disbursement of loans.
• Establish and nurture strong relationships with both new and existing clients.
• Consistently meet or exceed monthly and quarterly sales goals.
• Maintain detailed and accurate records of client communications and sales efforts within the CRM system.
• Keep informed about market trends, competitor products, and industry changes.
• Adhere strictly to company policies and legal regulations throughout the sales process.

Qualifications and Experience

• Bachelor's degree in Business, Commerce, Finance, Marketing, or a similar discipline is required.
• Between one to five years of experience in business loan sales, banking, NBFCs, or financial services is preferred.
• Entry-level candidates with a strong inclination towards sales will be considered according to company guidelines.