Direct Sales Agent - Personal Loans

Planet Solutions; Bengaluru; On-site; INR 200,000 - 320,000; Full time

Job summary

Planet Solutions in Bengaluru, Karnataka, seeks a motivated Direct Sales Agent specializing in Personal Loans to promote and sell loan products to potential customers and achieve sales targets.

You will identify prospects, present loan options, assist with applications, and stay updated on market trends. Strong communication and a proven sales track record are essential to succeed.

Qualifications

• Understanding of personal loan products and lending process.
• Proven track record in direct sales, preferably in financial services.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong negotiation and closing skills.
• Customer-focused mindset with a passion for helping clients achieve financial goals.

Responsibilities

• Identify and engage potential customers through multiple channels.
• Present and explain personal loan products to customers, addressing needs.
• Assist customers in completing loan applications and collecting documents.
• Maintain understanding of the personal loan market and industry trends.
• Achieve and exceed sales targets set by management.
• Build and maintain relationships to encourage repeat business and referrals.
• Collaborate with internal teams to ensure a smooth loan processing experience.

Skills

Personal loan products

Direct sales

Communication

Negotiation

Client relationship building

Customer service mindset

Job description

We are seeking a motivated and results-driven Direct Sales Agent specializing in Personal Loans to join our team in Karnataka. The ideal candidate will be responsible for promoting and selling personal loan products to potential customers, ensuring a high level of customer satisfaction and achieving sales targets.

Key Responsibilities

• Identify and engage potential customers through various channels, including referrals, networking, and direct outreach.
• Present and explain personal loan products to customers, addressing their needs and concerns.
• Assist customers in completing loan applications and gathering necessary documentation.
• Maintain a thorough understanding of the personal loan market and stay updated on industry trends.
• Achieve and exceed sales targets set by the management.
• Build and maintain strong relationships with clients to encourage repeat business and referrals.
• Collaborate with the internal team to ensure a smooth loan processing experience for customers.

Required Skills

• Strong knowledge of personal loan products and the lending process.
• Excellent communication and interpersonal skills.
• Proven track record in direct sales, preferably in the financial services sector.
• Ability to work independently and as part of a team.
• Strong negotiation and closing skills.
• Customer-focused mindset with a passion for helping clients achieve their financial goals.