Loan Sales Executive

Haridwarbn; Dehradun, Haridwar, Saharanpur; On-site; INR 240,000 - 420,000; Full time

Job summary

Skywings Advisors Private Limited is seeking a motivated Loan Sales Executive to promote and sell loan products in Uttarakhand and Uttar Pradesh. You will identify potential clients, assess their needs, explain options, and assist with loan applications, ensuring smooth processing and timely approvals.

The role emphasizes strong customer service, relationship building, and effective use of CRM tools to manage client interactions and documentation.

Qualifications

• 2+ years of sales or banking experience.
• Experience using CRM and MS Office.
• Ability to build relationships with clients and understand financial needs.

Responsibilities

• Identify and engage potential loan clients through referrals, networking, and outreach.
• Assess clients' financial needs and recommend suitable loan products.
• Explain loan options, terms, and conditions to clients.
• Help clients complete loan applications and gather required documents.
• Maintain accurate records of client interactions and loan applications in the CRM/database.
• Follow up with clients to ensure a smooth loan process and address concerns.
• Coordinate with underwriting to facilitate timely loan approvals.

Skills

Strong sales

Negotiation skills

Excellent communication

Interpersonal skills

CRM software

Microsoft Office

Tools

CRM software

Microsoft Office Suite

Job description

Posted By**Skywings Advisors Private Limited**Actively Hiring# Loan Sales Executive1 week agoSkywings Advisors Private LimitedLocationDehradun, Haridwar, SaharanpurExperience2 YrsSalaryNot DisclosedTypeFull Time## Skills For This Role2 skillssalesloan## Job Description```We are seeking a motivated and results-driven Loan Sales Executive to join our team in Uttarakhand and Uttar Pradesh. The ideal candidate will be responsible for promoting and selling loan products to potential clients, ensuring that they understand the benefits and terms of the loans available. This role requires a strong focus on customer service and the ability to build relationships with clients to facilitate the loan application process.Key Responsibilities:- Identify and engage potential clients through various channels, including referrals, networking, and outreach.- Conduct thorough needs assessments to understand clients' financial situations and recommend appropriate loan products.- Provide detailed information about loan options, terms, and conditions to clients.- Assist clients in completing loan applications and gathering necessary documentation.- Maintain accurate records of client interactions and loan applications in the company database.- Follow up with clients throughout the loan process to ensure a smooth experience and address any concerns.- Collaborate with the underwriting team to facilitate timely loan approvals.- Stay updated on industry trends, loan products, and regulatory changes to provide informed advice to clients.Required Skills:- Strong sales and negotiation skills.- Excellent communication and interpersonal skills.- Ability to build rapport with clients and understand their financial needs.- Detail-oriented with strong organizational skills.- Proficient in using CRM software and Microsoft Office Suite.If you are passionate about helping clients achieve their financial goals and have a knack for sales, we encourage you to apply for this exciting opportunity as a Loan Sales Executive. Join us in making a difference in the lives of our clients by providing them with the financial solutions they need.```Industry: BankingDepartment: Sales / BDSASkywings Advisors Private Limited