Sales Officer

Tata Capital; Mirzapur; On-site; INR 240,000 - 360,000; Full time

Job summary

Tata Capital in Mirzapur, Uttar Pradesh, is hiring a dynamic Sales Executive to drive sourcing and acquisition of Personal and Business Loan customers. You will generate leads across open market, DSA, connectors, referrals, and corporate tie-ups, while delivering excellent service.

You will manage a healthy sales pipeline, assess customer needs, explain loan features and documentation, coordinate with credit and operations for smooth disbursement, and ensure timely collection.

Qualifications

• Experience in sourcing Personal and Business Loan customers.
• Ability to meet monthly sales targets.
• Strong communication and negotiation skills.

Responsibilities

• Source Personal Loan and Business Loan customers through Open Market, DSA, connectors, referrals, and corporate tie-ups.
• Generate and maintain a healthy pipeline of prospective customers.
• Assess customer requirements and recommend suitable loan products.
• Explain loan features, eligibility criteria, interest rates, and documentation.
• Coordinate with credit and operations for smooth loan processing and disbursement.
• Ensure timely collection and verification of customer documents.
• Maintain relationships with customers to generate repeat business and referrals.
• Achieve monthly sales targets and business volumes.
• Monitor market trends and competitor activities for better positioning.
• Ensure compliance with KYC and regulatory guidelines.

Skills

Lead generation

Customer service

Relationship building

Achievement orientation

Negotiation

CRM

Tools

CRM

Job description

We are looking for a dynamic and result-oriented Sales Executive to drive sourcing and acquisition of customers for Personal Loans and Business Loans. The candidate will be responsible for generating leads, sourcing new business through open market, DSA, connectors, and other channels, while ensuring excellent customer service and achievement of sales targets.

Key Responsibilities

• Source Personal Loan and Business Loan customers through various channels such as Open Market, DSA, Connectors, Referrals, and Corporate Tie-ups.
• Generate and maintain a healthy pipeline of prospective customers.
• Assess customer requirements and recommend suitable loan products.
• Conduct customer meetings and explain loan features, eligibility criteria, interest rates, and documentation requirements.
• Coordinate with credit and operations teams for smooth loan processing and disbursement.
• Ensure timely collection and verification of customer documents.
• Maintain strong relationships with existing and potential customers to generate repeat business and referrals.
• Achieve monthly sales targets and business volumes assigned by the organization.
• Keep track of market trends, competitor activities, and customer feedback.
• Ensure compliance with company policies, regulatory guidelines, and KYC norms.