Personal Loan Executive

JobTrade; Dadri; On-site; INR 200,000 - 320,000; Full time

Job summary

JobTrade in Dadri, UP is seeking a Loan Executive to drive personal loan sales and lead generation. You will generate and qualify leads, contact potential customers, explain loan features, and guide applicants through the process.

The role requires strong communication skills, outbound calling experience, and the ability to meet daily and monthly sales targets. Walk-in interviews are welcome during the specified window.

Qualifications

• Experience in generating and converting personal loan leads.
• Ability to communicate loan features, eligibility, and process clearly.
• Proven track record in telecalling and achieving sales targets.

Responsibilities

• Generate leads for personal loans through outbound calling and other sales activities.
• Contact potential customers and understand their loan requirements.
• Explain personal loan products, eligibility criteria, features, and benefits.
• Follow up with prospective customers and convert leads into successful loan applications.
• Maintain regular communication with leads throughout the sales process.
• Handle customer queries related to personal loans.
• Provide accurate information about loan products and application procedures.
• Build professional relationships with customers.
• Assist customers with the loan application process.
• Promote and sell personal loan products to eligible customers.
• Achieve assigned sales and loan disbursement targets.
• Follow up with customers to complete pending documentation.
• Coordinate with relevant teams to support smooth loan processing.
• Maintain accurate records of leads, calls, follow-ups, and conversions.
• Make outbound calls to prospective customers.
• Conduct sales conversations professionally and confidently.
• Handle customer objections and provide suitable information.
• Maintain regular follow-ups to improve lead conversion.
• Meet daily and monthly calling and conversion targets.

Skills

Loan Sales

Personal Loan Sales

Telesales

Outbound Calling

Lead Generation

Lead Conversion

Customer Relationship Management

Good communication skills

Basic English

Job description

Job Role

• Loan Executive

Job Description

Sales & Lead Generation

• Generate leads for personal loans through outbound calling and other sales activities.
• Contact potential customers and understand their loan requirements.
• Explain personal loan products, eligibility criteria, features, and benefits.
• Follow up with prospective customers and convert leads into successful loan applications.
• Maintain regular communication with leads throughout the sales process.

Customer Handling

• Handle customer queries related to personal loans.
• Provide accurate information about loan products and application procedures.
• Build professional relationships with customers.
• Assist customers with the loan application process.

Loan Sales & Conversion

• Promote and sell personal loan products to eligible customers.
• Achieve assigned sales and loan disbursement targets.
• Follow up with customers to complete pending documentation.
• Coordinate with relevant teams to support smooth loan processing.
• Maintain accurate records of leads, calls, follow-ups, and conversions.

Telecalling

• Make outbound calls to prospective customers.
• Conduct sales conversations professionally and confidently.
• Handle customer objections and provide suitable information.
• Maintain regular follow-ups to improve lead conversion.
• Meet daily and monthly calling and conversion targets.

Required Skills

Sales Skills:

• Loan Sales
• Personal Loan Sales
• Telesales
• Outbound Calling
• Lead Generation
• Lead Conversion
• Customer Relationship Management

Communication Skills

• Good communication skills.
• Basic English communication ability.
• Ability to explain loan products clearly.
• Good convincing and customer-handling skills.

Walk-in Interview Details

Interview Date:

• 20 Aug 2026 – 02 Sep 2026

Interview Time

• 10.00 am – 04.00 pm