Loan & Credit Card Sales Executive

Vrinda International; Jaipur; On-site; INR 300,000 - 540,000; Full time

Job summary

Vrinda International in Jaipur is seeking a results-driven Loans & Credit Card Sales Executive to drive revenue growth by promoting banking products to a diverse client base.

You will manage the full client lifecycle from lead generation to documentation and activation, using strong relationships, persuasive communication, and deep product knowledge of personal loans, business loans, and credit cards to meet client needs.

Qualifications

• Must have proven CRM experience and track record of sales success.
• Excellent communication and influencing skills for client engagements.
• Ability to handle diverse customer interactions and manage client expectations with professionalism.
• Experience in lead generation and follow-up to convert prospects into clients.
• Solid knowledge of personal loans, business loans, and credit card offerings.
• Familiarity with loan and credit card sales techniques.
• Attention to detail for accurate documentation and compliance.

Responsibilities

• Cultivate and maintain relationships with potential and existing clients to ensure satisfaction.
• Present loan and credit card options aligned with customer financial goals.
• Manage full client lifecycle from initial engagement to activation.
• Follow up to address inquiries and move prospects through the funnel.
• Prepare documentation ensuring adherence to banking regulations and internal policies.
• Generate new business leads through outreach and networking.
• Provide guidance on banking products and loan structures.

Skills

CRM

Communication

Client Management

Lead Gen & Follow-up

Banking Products

Sales Techniques

Documentation & Compliance

Job description

Job Description

Summary

The Loan & Credit Card Sales Executive is a pivotal role within the IT Services sector, dedicated to driving revenue growth by promoting financial products to a diverse client base. This position requires a dynamic individual who can effectively identify sales opportunities, build lasting client relationships, and guide customers through the selection process for personal loans, business loans, and credit cards. The successful candidate will serve as the primary point of contact, ensuring that client needs are met with tailored financial solutions while maintaining the company's high standards of service and compliance.

Responsibilities

• Cultivate and maintain strong relationships with potential and existing clients to ensure high satisfaction and retention rates.
  
• Utilize persuasive communication techniques to present loan and credit card options that align with customer financial goals.
  
• Manage the entire client lifecycle, from initial engagement and lead generation to final documentation and account activation.
  
• Conduct thorough follow-ups to address inquiries, resolve issues, and move prospects through the sales funnel efficiently.
  
• Prepare and process all necessary documentation accurately, ensuring adherence to banking regulations and internal policies.
  
• Generate new business leads through proactive outreach and networking strategies.
  
• Provide expert guidance on various banking products, including personal and business loan structures and credit card features.
  

Requirements

Requirements:

• Proven expertise in Customer Relationship Management and a track record of successful sales performance.
  
• Exceptional communication skills with the ability to convince and influence potential clients effectively.
  
• Strong capability in handling diverse customer interactions and managing client expectations with professionalism.
  
• Demonstrated experience in lead generation and executing follow-up strategies to convert prospects into clients.
  
• Solid foundational knowledge of banking products, specifically regarding personal loans, business loans, and credit card offerings.
  
• Proficiency in sales techniques specific to loan products and credit card acquisition.
  
• Attention to detail for accurate documentation and adherence to compliance standards.