Personal Loan Executive

Job Overview

As a Personal Loan Executive, you will take charge of the personal loans business within your assigned locations or clusters. You will be responsible for understanding customer needs and delivering prompt service. Building and maintaining relationships with existing clients to encourage repeat business is essential, as is managing weighted IRR to ensure profitable growth.

Key Responsibilities

• Generate leads or close sales in line with company targets.
• Conduct cold calls to both active and prior clients to boost sales.
• Maintain strong relationships with current clients and establish trust with potential new customers.
• Follow company protocols and methodologies during telecalling activities.
• Study customer behavior to document successful and unsuccessful sales strategies.
• Manage both inbound and outbound telecalling efforts effectively.
• Enhance organizational efficiency through keen observation and insights gained from telecalling.
• Identify potential business opportunities based on customer requirements, contributing to company growth.
• Actively source and generate leads for personal loan applications.
• Assess customers' eligibility thoroughly and collect all the required documentation.
• Facilitate the loan application process by connecting potential borrowers with the lending institution.
• Strive to meet sales targets while ensuring strict adherence to company policies and regulatory compliance.

Additional Information

This role demands complete ownership of the assigned geographical cluster's personal loan operations. The candidate must ensure quick and efficient delivery of service to maximize customer satisfaction and business profitability.