Loan Sales Executive

Tata Capital; Mumbai Suburban; On-site; INR 250,000 - 420,000; Full time

Job summary

Tata Capital is seeking a Customer Sales Executive – Education Loan to drive loan sales, assist students and parents with financing, and build strong customer relationships. Based in Goregaon, Mumbai, the role focuses on education loan products and requires proactive engagement with students, parents, and institutions.

The ideal candidate will handle end-to-end loan discussions, guide applicants, and coordinate with internal teams to ensure a smooth processing journey, while meeting monthly

Qualifications

• Graduate in any discipline; sales experience preferred.
• 1–3 years in sales, preferably in education or banking.
• Freshers with strong communication and sales skills may apply.
• Good communication, negotiation and customer-handling skills.
• Knowledge of loan products and KYC is an advantage.

Responsibilities

• Generate leads and acquire new customers for education loan products.
• Connect with students, parents, educational institutions, and channel partners to identify potential loan requirements.
• Explain education loan products, eligibility criteria, interest rates, and documentation requirements.
• Assist customers through loan application and processing.
• Coordinate with credit, operations, and internal teams for timely loan processing and disbursement.
• Follow up with prospects to convert leads into business.
• Achieve monthly sales targets and maintain relationships.
• Maintain accurate customer records and sales reports.

Skills

Customer Acquisition

Lead Generation

Negotiation

Customer Relationship Management

Sales Target Achievement

Education

Graduate in any discipline

Job description

Role & responsibilities

Job Description: Customer Sales Executive Education Loan

Location: Goregaon, Mumbai

Industry: Banking / NBFC / Financial Services

Job Summary

We are looking for a dynamic and result-oriented Customer Sales Executive – Education Loan to drive education loan sales, assist students and parents with financing solutions, and build strong customer relationships.

Key Responsibilities

• Generate leads and acquire new customers for education loan products.
• Connect with students, parents, educational institutions, and channel partners to identify potential loan requirements.
• Explain education loan products, eligibility criteria, interest rates, and documentation requirements.
• Assist customers throughout the loan application and processing journey.
• Collect and verify customer documents, including KYC and income-related documents.
• Coordinate with credit, operations, and other internal teams for timely loan processing and disbursement.
• Follow up with prospective customers to convert leads into business.
• Achieve monthly sales targets and maintain strong customer relationships.
• Maintain accurate customer records and sales reports.

Work Location: Goregaon, Mumbai
Role: Customer Sales Executive – Education Loan

CONTACT NO- 8850480308

Candidate Requirements

• Qualification: Graduate in any discipline preferred.
• Experience: 1–3 years in sales, preferably in education loans, personal loans, banking, or NBFCs.
• Freshers with strong communication and sales skills may also be considered, depending on business requirements.
• Good communication, negotiation, and customer-handling skills.
• Ability to generate leads, follow up with customers, and achieve sales targets.
• Basic knowledge of loan products, KYC, and documentation processes is an advantage.

Key Skills

• Customer Acquisition & Sales
• Lead Generation & Follow-ups
• Customer Relationship Management
• Loan Documentation & Processing
• Target Achievement & Negotiation