Commercial Vehicles Loan Sales Officer

i-Process Services (India) Pvt. Ltd.; Pune District; On-site; INR 650,000 - 900,000; Full time

Job summary

i-Process Services (India) Pvt. Ltd. is seeking a Commercial Vehicles Loan Sales Officer for on-site work in the Pune/Pimpri-Chinchwad area.

You will identify and contact potential customers for commercial vehicle loans, build relationships with dealers, and explain loan products, eligibility, and documentation requirements. Coordinate with internal credit teams, follow up on applications, and drive sales targets while maintaining organized records and ensuring regulatory compliance.

Qualifications

• Experience as Loan Officers or frontline lending roles focused on commercial or vehicle loans.
• Knowledge of basic Finance concepts, loan products, interest rates, and repayment structures.
• Familiarity with Underwriting processes, including assessment of customer eligibility and risk evaluation.
• Hands-on experience handling Loans documentation, processing, and coordination with internal bank or NBFC teams.
• Exposure to SBA or similar small business lending schemes is an advantage.
• Strong communication and negotiation skills, with the ability to interact effectively with customers and dealer networks.
• Comfort with field work within the Pune/Pimpri-Chinchwad area, including regular visits to dealers and customer locations.
• Ability to meet sales targets, manage time efficiently, and maintain detailed records and reports.
• Basic computer literacy, including usage of spreadsheets, CRM tools, or loan processing systems.
• Prior experience in commercial vehicle finance, auto loans, or related financial services is preferred.

Responsibilities

• Identify and contact potential customers for commercial vehicle loans.
• Build relationships with dealers, transport operators, and small businesses.
• Explain loan products, eligibility, and documentation requirements.
• Collect customer information and documents.
• Coordinate with internal credit/underwriting teams.
• Follow up on loan applications until disbursal.
• Achieve assigned sales targets.
• Maintain accurate records of leads and conversions.
• Ensure compliance with company policies and regulatory guidelines.
• Provide post-sales support to customers as needed.

Skills

Loan Officer Experience

Commercial Vehicle Finance

Negotiation Skills

Field Sales

Customer Relations

Finance Knowledge

Underwriting Awareness

Documentation Handling

Time Management

Communication Skills

Tools

CRM tools

Loan processing systems

Job description

Company Description

i-Process Services (India) Pvt. Ltd. is a professional services organization that supports leading financial institutions with customer acquisition, verification, and back-office operations. The company focuses on process excellence, compliance, and timely delivery to help its clients grow their retail and commercial lending portfolios. Team members work closely with banking partners, applying standardized procedures and technology-enabled workflows. The work environment emphasizes integrity, performance, and customer satisfaction, offering opportunities to develop skills in financial services and field sales.

Role Description

This is a full-time, on-site role for a Commercial Vehicles Loan Sales Officer based in the Pune/Pimpri-Chinchwad area. The role involves identifying and contacting potential customers for commercial vehicle loans, building relationships with dealers, transport operators, and small businesses, and explaining loan products, eligibility, and documentation requirements. The Sales Officer will collect customer information and documents, coordinate with internal credit/underwriting teams, and follow up on loan applications until disbursal. The role also includes achieving assigned sales targets, maintaining accurate records of leads and conversions, ensuring compliance with company policies and regulatory guidelines, and providing post-sales support to customers as needed.

Qualifications

• Experience as Loan Officers or in frontline lending roles, with a focus on commercial or vehicle loans.
• Knowledge of basic Finance concepts and understanding of loan products, interest rates, and repayment structures.
• Familiarity with Underwriting processes, including assessment of customer eligibility and risk evaluation.
• Hands-on experience handling Loans documentation, processing, and coordination with internal bank or NBFC teams.
• Exposure to SBA or similar small business lending schemes is an advantage.
• Strong communication and negotiation skills, with the ability to interact effectively with customers and dealer networks.
• Comfort with field work within the Pune/Pimpri-Chinchwad area, including regular visits to dealers and customer locations.
• Ability to meet sales targets, manage time efficiently, and maintain detailed records and reports.
• Basic computer literacy, including usage of spreadsheets, CRM tools, or loan processing systems.
• Prior experience in commercial vehicle finance, auto loans, or related financial services is preferred.