Loan Advisor

Extend X; Gurugram District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

ExtendX, a debt-syndication and lending advisory firm based in Gurugram, invites applications for a Sales Executive - Loan Advisor. The role focuses on lead generation, client advisory on loan structures, and end-to-end deal execution across a multi-lender network.

You will engage with business owners, assess funding needs, and coordinate with partner banks to secure favorable terms. Travel within Delhi-NCR may be required.

Qualifications

• 1–3 years of sales or business development experience in BFSI, lending, fintech, corporate/ SME sales, or DSA networks.
• Proactive sales instinct with track record in lead generation, client negotiation and closing deals.
• Consultative communication and ability to engage with business owners and decision-makers.
• Familiarity with loan products and basic financial documents (P&L, Balance Sheets, Bank Statements).
• Willingness to travel across Delhi-NCR for client meetings.

Responsibilities

• Lead generation & qualification for business loans and other credit products.
• Consultative client advisory evaluating business health and funding needs.
• End-to-End deal execution from initial contact and presentation to document collection, sanction, and final loan disbursement.
• Lender & Internal Coordination with partner banks, NBFCs, and internal credit/operations teams to ensure smooth processing.
• Pipeline & Relationship Management to meet monthly disbursement and revenue targets.

Job description

SALES EXECUTIVE - LOAN ADVISOR

Industry: BFSI / Lending / Financial Services

Experience: 1-3 Years

Employment Type: Full-time

About ExtendX

ExtendX is a dynamic debt-syndication and lending advisory firm based in Sector 29, Gurugram. We partner with a broad network of banks and NBFCs to help business owners, founders, and entrepreneurs access tailored credit solutions.Rather than selling a single bank's financial product, we act as trusted advisors analyzing client requirements, comparing multi-lender options, and securing optimal financing terms across the complete credit ecosystem.

Why Join ExtendX?

• Lucrative Incentive Structure: The incentives at Extend X are uncapped.
• Multi-Lender Platform: Access an extensive network of banks and NBFCs so you can offer real, customized value to every business owner.
• Attractive Compensation: Competitive base salary paired with high performance-based incentive structures.
• Direct C-Suite Exposure: Build a high-value network by working directly with founders, business owners, and corporate executives.
• Master Debt Syndication: Gain hands-on exposure to how different lenders evaluate, structure, and approve complex credit deals.

Key Responsibilities

• Lead Generation & Qualification: Proactively identify, generate, and qualify prospective leads for Business Loans, Working Capital, LAP, Personal Loans, and other credit products.
• Consultative Client Advisory: Evaluate prospective clients' business health, financials, and funding needs to advise them on suitable loan structures, lenders, interest rates, tenure, and repayment options.
• End-to-End Deal Execution: Own the complete sales cycle from initial contact and presentation to document collection, sanction, and final loan disbursement.
• Lender & Internal Coordination: Work directly with partner banks, NBFCs, and internal credit/operations teams to ensure smooth case processing and fast turnarounds.
• Pipeline & Relationship Management: Build lasting relationships with clients, business owners, and referral partners while consistently meeting monthly disbursement and revenue targets.

Who Were Looking For

• Experience: 1-3 years of sales or business development experience in BFSI, lending, fintech, corporate/SME sales, or DSA networks.
• Proactive Sales Instinct: Demonstrated track record in lead generation, client negotiation, and closing deal pipelines independently.
• Consultative Communication: Strong interpersonal skills with the confidence to conduct high-level discussions with business owners and decision-makers.
• Product & Financial Literacy: Familiarity with loan products and basic financial documents (P&L, Balance Sheets, Bank Statements).
• Drive & Mobility: Self-motivated, target-driven mindset, and willingness to travel across Delhi-NCR for client meetings when required.