Sales Executive

GWI Techno E-services Llp; Delhi, Faridabad District; On-site; INR 270,000 - 330,000; Full time

Job summary

GWI Techno E-services Llp in Delhi/Faridabad area seeks a dynamic Sales Executive with 2+ years in loan sales, focusing on Home Loans, Business Loans, LAP. You will generate leads, drive the full sales cycle, and meet monthly targets.

You will build relationships with customers, channel partners, builders and DSAs, conduct field visits, coordinate with credit, operations and underwriting to ensure smooth processing, and report performance.

Qualifications

• Must have at least 2 years of experience in loan sales, preferably in Home Loans, Business Loans, LAP, Mortgage/Retail banking products.
• Strong communication, negotiation, and customer-handling skills.
• Comfortable with field sales and customer meetings.

Responsibilities

• Generate new leads through direct sourcing, referrals, field visits, digital channels, and existing networks.
• Sell and promote Home Loans, Business Loans, LAP and other loan products.
• Understand customer financial requirements and recommend suitable loan products.
• Build and maintain relationships with customers, channel partners, builders, DSA/DST partners and referral sources.
• Conduct regular field visits for lead generation and customer acquisition.
• Manage the complete sales process from lead generation to login, sanction, documentation and disbursement.
• Coordinate with credit, operations, legal, technical, and underwriting teams for smooth processing of applications.
• Collect and verify required customer and financial documents.
• Follow up regularly to ensure timely documentation and loan processing.
• Achieve monthly and quarterly sales, login, sanction and disbursement targets.
• Maintain records of leads, interactions, applications and pipeline.
• Ensure compliance with policies, lending guidelines, KYC, and regulatory norms.

Skills

Lead generation

Direct sales

Field sales

Customer acquisition

Relationship management

Negotiation

CRM

Two-wheeler driving

Tools

MS Office

CRM software

Job description

Job Type

Full-Time

Department

Sales / Retail Lending

Job Location

[Faridabad/Rohini - Delhi]

Job Summary

We are looking for an energetic and target-oriented Sales Executive with at least 2 years of experience in loan sales, preferably in Home Loans and Business Loans. The candidate will be responsible for generating leads, acquiring new customers, managing the complete sales cycle, and achieving monthly sales and disbursement targets.

Key Responsibilities

• Generate new leads through direct sourcing, referrals, field visits, digital channels, and existing customer networks.
• Sell and promote Home Loans, Business Loans, Loan Against Property (LAP) and other relevant loan products.
• Understand customer financial requirements and recommend suitable loan products.
• Build and maintain strong relationships with customers, channel partners, builders, property dealers, DSA/DST partners, and other referral sources.
• Conduct regular field visits for lead generation and customer acquisition.
• Manage the complete sales process from lead generation to login, sanction, documentation, and disbursement.
• Coordinate with credit, operations, legal, technical, and underwriting teams for smooth processing of applications.
• Collect and verify required customer and financial documents.
• Follow up regularly with customers to ensure timely completion of documentation and loan processing.
• Achieve assigned monthly and quarterly sales, login, sanction, and disbursement targets.
• Maintain accurate records of leads, customer interactions, applications, and sales pipeline.
• Ensure compliance with company policies, lending guidelines, KYC requirements, and regulatory norms.
• Provide regular sales reports and market feedback to the reporting manager.
• Identify new business opportunities and develop new customer acquisition channels.

Candidate Profile

• Minimum 2 years of relevant experience in sales, preferably in Home Loans, Business Loans, LAP, Mortgage Loans, or Retail Banking/NBFC products.
• Proven track record of achieving sales targets.
• Good understanding of loan products, basic financial documentation, and the lending process.
• Strong communication, negotiation, and relationship-management skills.
• Good convincing and customer-handling abilities.
• Comfortable with field sales and customer meetings.
• Self-motivated, result-oriented, and capable of working independently.
• Basic knowledge of MS Office and CRM/sales applications.
• Local market knowledge and an existing customer/channel network will be an advantage.
• Two-wheeler and valid driving licence preferred.

Key Skills

Loan Sales | Home Loans | Business Loans | LAP | Lead Generation | Direct Sales | Field Sales | Customer Acquisition | Relationship Management | Channel Sales | Target Achievement | Negotiation | Documentation | CRM

Key Performance Indicators (KPIs)

• Monthly lead generation
• Customer acquisition
• Loan application/login volume
• Sanction value
• Disbursement value
• Conversion ratio
• New channel/DSA acquisition
• Customer retention and referrals
• Achievement of monthly and quarterly sales targets

Compensation

Salary: [300000] per annum + attractive incentives based on performance.

Preferred Industry Background

Candidates from Banks, NBFCs, Housing Finance Companies, FinTech/Lending Companies, DSA/DSA Networks, and Financial Services will be preferred.