Customer Sales Executive

Tata Capital; Pune District; On-site; INR 250,000 - 450,000; Full time

Benefits offered by this job

Salary as per norms

Sales incentives

Career growth opportunities

Job summary

Tata Capital in Pune seeks a Customer Sales Executive for Business Loan Direct Sales. You will acquire customers, generate loan leads, meet business owners, and drive sales targets.

You will explain products, terms, collect documents, coordinate with Credit and Ops, and maintain daily sales reports. A graduate with strong communication and field sales drive is preferred.

Qualifications

• Graduate preferred; candidates with relevant sales experience may be considered.
• Experience in sales, banking, NBFCs, financial services, or loan sales.
• Strong communication and customer-handling skills.

Responsibilities

• Generate business loan leads through field visits, references, and market activities.
• Identify and acquire new customers, including small business owners, traders, and self-employed professionals.
• Explain business loan products, eligibility criteria, interest rates, and documentation requirements to prospective customers.
• Build and maintain strong relationships with customers.
• Conduct field visits to assess customer requirements and business profiles.
• Collect and verify customer documents and coordinate with internal credit and operations teams.
• Follow up on leads and ensure timely processing of loan applications.
• Achieve monthly sales and disbursement targets.
• Maintain daily sales reports and update the lead pipeline.

Skills

Lead Generation

Direct Sales

Customer Acquisition

Relationship Management

Sales Target Achievement

Loan Documentation and Follow-up

Education

Graduate

Job description

Role & responsibilities

Job Description: Customer Sales Executive Business Loan (Direct Sales)

Company: Tata Capital
Department: Business Loan
Designation: Customer Sales Executive / Sales Executive
Job Type: Full-Time
Location: Pune FC Road Branch

Job Overview

We are looking for enthusiastic and target-oriented candidates for the Business Loan Direct Sales profile. The candidate will be responsible for acquiring new customers, generating business loan leads, meeting business owners, and achieving sales targets.

Key Responsibilities

• Generate business loan leads through field visits, references, and market activities.
• Identify and acquire new customers, including small business owners, traders, and self-employed professionals.
• Explain business loan products, eligibility criteria, interest rates, and documentation requirements to prospective customers.
• Build and maintain strong relationships with customers.
• Conduct field visits to assess customer requirements and business profiles.
• Collect and verify customer documents and coordinate with internal credit and operations teams.
• Follow up on leads and ensure timely processing of loan applications.
• Achieve monthly sales and disbursement targets.
• Maintain daily sales reports and update the lead pipeline.

Eligibility Criteria

• Qualification: Graduate preferred; candidates with relevant sales experience may also be considered as per company policy.
• Experience: Freshers or experienced candidates in sales, banking, NBFCs, financial services, or loan sales.
• Good communication and customer-handling skills.
• Willingness to work in a field sales role.
• Strong negotiation, convincing, and relationship-building skills.
• Target-oriented and self-motivated approach.

Preferred Experience

Candidates with experience in any of the following profiles will be preferred:

• Business Loan Sales
• MSME Loan Sales
• Banking or NBFC Sales
• Personal Loan Sales
• LAP (Loan Against Property) Sales
• SME / Commercial Loan Sales

Key Skills

• Lead Generation
• Direct Sales and Field Sales
• Customer Acquisition
• Relationship Management
• Sales Target Achievement
• Loan Documentation and Follow-up

Salary & Benefits

• Salary: As per company norms and candidate experience.
• Incentives: As per applicable sales incentive policy.
• Opportunity to develop a career in the banking and financial services industry.

Preferred candidate profile

Candidates with experience in any of the following profiles will be preferred:

• Business Loan Sales
• MSME Loan Sales
• Banking or NBFC Sales
• Personal Loan Sales
• LAP (Loan Against Property) Sales
• SME / Commercial Loan Sales