Business Development Executive

Vinsat Financial Services Pvt Ltd; Dadri; On-site; INR 350,000 - 550,000; Full time

Job summary

Vinsat Financial Services Pvt Ltd is seeking a dynamic Business Development Executive (BDE) to promote loan products such as Personal and Business Loans and other financial solutions. You will generate leads, assess customer needs, explain features, and coordinate with operations to ensure smooth disbursement, while maintaining CRM records and meeting monthly targets.

The role requires strong communication, negotiation, and presentation skills, with a graduate degree and 1–2 years experience in

Qualifications

• Bachelor's degree or higher preferred.
• 1–2 years of experience in Loan Sales, BFSI, Banking, NBFC, or Financial Services.
• Experience with Personal Loan, Business Loan or Credit Card Sales is a plus.
• Proficiency in MS Excel, MS Word, and CRM software.

Responsibilities

• Generate leads through login data, references, and digital platforms.
• Identify customer financial requirements and recommend suitable loan products.
• Build and maintain strong relationships with customers, DSAs, and referral partners.
• Explain loan features, eligibility criteria, documentation, and repayment options.
• Collect and verify customer documents for loan processing.
• Coordinate with operations and credit teams for smooth approval and disbursement.
• Achieve monthly sales and revenue targets.
• Maintain records of interactions and sales activities in CRM/MIS.
• Follow up with customers through the loan process until disbursement.
• Ensure compliance with company policies and regulatory guidelines.

Skills

Communication

Negotiation

Sales

CRM

Presentation

Customer relationship management

Education

Graduate degree

Tools

MS Excel

MS Word

CRM software

Job description

We are looking for a dynamic and target-driven Business Development Executive (BDE) to promote and sell loan products, including Personal Loans, Business Loans, and other financial products. The ideal candidate should possess excellent communication, customer handling, and sales skills with a passion for achieving targets.

Responsibilities

• Generate leads through login data, references, and digital platforms.
• Identify customer financial requirements and recommend suitable loan products.
• Build and maintain strong relationships with customers, DSAs, and referral partners.
• Explain loan features, eligibility criteria, documentation, and repayment options.
• Collect and verify customer documents for loan processing.
• Coordinate with the operations and credit teams to ensure smooth loan approval and disbursement.
• Achieve monthly sales and revenue targets.
• Maintain accurate records of customer interactions and sales activities in CRM/MIS.
• Follow up with customers throughout the loan process until disbursement.
• Ensure compliance with company policies and regulatory guidelines.

Requirements

• Excellent communication and negotiation skills.
• Strong sales and customer relationship management abilities.
• Ability to work in a target-oriented environment.
• Good convincing and presentation skills.
• Basic knowledge of loan products and banking processes is preferred.
• Proficiency in MS Excel, MS Word, and CRM software.

Eligibility

• Graduate in any discipline (preferred).
• Candidates with 1-2 years of experience in Loan Sales, BFSI, Banking, NBFC, or Financial Services.
• Experience in Personal Loan, Business Loan, or Credit Card Sales will be an added advantage.

Preferred Candidate Profile

• Self-motivated and result-oriented.
• Positive attitude with excellent interpersonal skills.
• Ability to handle customer objections professionally.
• Comfortable working under pressure to achieve sales targets.
• Immediate joiners will be preferred.

This job was posted by Shagun Yadav from Vinsat Financial Services.