Customer Sales Executive

Tata Capital; Mumbai, Mumbai Suburban; Sur place; INR 240 000 - 360 000; Plein temps

Résumé du poste

Tata Capital in Mumbai is seeking a dynamic Customer Sales Executive – Education Loan to drive education loan sales, assist students and parents with financing solutions, and build strong customer relationships.

Based at Goregaon, Mumbai, you will generate leads, liaise with students, parents and institutions, explain loan products and processing steps, and coordinate with internal teams to ensure timely disbursement. Freshers with strong communication and sales skills may also be considered.

Qualifications

• Graduate in any discipline preferred.
• 1–3 years in sales, preferably in education loans, personal loans, banking, or NBFCs.
• Freshers with strong communication and sales skills may also be considered, depending on business requirements.
• Good communication, negotiation, and customer-handling skills.
• Ability to generate leads, follow up with customers, and achieve sales targets.
• Basic knowledge of loan products, KYC, and documentation processes is an advantage.

Responsabilités

• Generate leads and acquire new customers for education loan products.
• Connect with students, parents, educational institutions, and channel partners to identify potential loan requirements.
• Explain education loan products, eligibility criteria, interest rates, and documentation requirements.
• Assist customers throughout the loan application and processing journey.
• Collect and verify customer documents, including KYC and income-related documents.
• Coordinate with credit, operations, and other internal teams for timely loan processing and disbursement.
• Follow up with prospective customers to convert leads into business.
• Achieve monthly sales targets and maintain strong customer relationships.
• Maintain accurate customer records and sales reports.

Connaissances

Customer Acquisition

Lead Generation

Customer Relationship Management

Loan Documentation

Target Achievement

Negotiation

Formation

Graduate in any discipline

Description du poste

Role & responsibilities

Job Description: Customer Sales Executive Education Loan

Location: Goregaon, Mumbai

Industry: Banking / NBFC / Financial Services

Job Summary

We are looking for a dynamic and result-oriented Customer Sales Executive – Education Loan to drive education loan sales, assist students and parents with financing solutions, and build strong customer relationships.

Key Responsibilities

• Generate leads and acquire new customers for education loan products.
• Connect with students, parents, educational institutions, and channel partners to identify potential loan requirements.
• Explain education loan products, eligibility criteria, interest rates, and documentation requirements.
• Assist customers throughout the loan application and processing journey.
• Collect and verify customer documents, including KYC and income-related documents.
• Coordinate with credit, operations, and other internal teams for timely loan processing and disbursement.
• Follow up with prospective customers to convert leads into business.
• Achieve monthly sales targets and maintain strong customer relationships.
• Maintain accurate customer records and sales reports.

Work Location: Goregaon, Mumbai
Role: Customer Sales Executive – Education Loan

CONTACT NO- 8850480308

Candidate Requirements

• Qualification: Graduate in any discipline preferred.
• Experience: 1–3 years in sales, preferably in education loans, personal loans, banking, or NBFCs.
• Freshers with strong communication and sales skills may also be considered, depending on business requirements.
• Good communication, negotiation, and customer-handling skills.
• Ability to generate leads, follow up with customers, and achieve sales targets.
• Basic knowledge of loan products, KYC, and documentation processes is an advantage.

Key Skills

• Customer Acquisition & Sales
• Lead Generation & Follow-ups
• Customer Relationship Management
• Loan Documentation & Processing
• Target Achievement & Negotiation