Sales specialist in loans

Fineoteric; Mumbai; On-site; INR 360,000 - 600,000; Full time

Job summary

Fineoteric Finance seeks a Sales Specialist in Loans to work full time on-site at our Mumbai location. You will engage customers, assess needs, and recommend suitable loan products while guiding documentation and applications.

Responsibilities include lead generation, consultations, explaining terms, CRM record-keeping, hitting sales targets, and contributing to product feedback for better customer experience.

Qualifications

• Strong communication skills with clear verbal and written interaction.
• Solid customer service abilities to manage client queries and build trust.
• Proven sales skills with lead generation, conversion, and meeting targets.
• Training and sales management capabilities such as mentoring teams.
• Experience in retail loans, consumer finance, or banking is beneficial.
• Familiarity with loan products, credit evaluation basics, and regulatory guidelines.
• Comfort with CRM tools, spreadsheets, and basic digital platforms.

Responsibilities

• Generate and qualify leads for loan products.
• Conduct in-person and phone consultations with customers.
• Explain loan terms and eligibility criteria to applicants.
• Guide customers through documentation and application processes.
• Collaborate with internal teams to ensure timely approvals and accurate CRM records.
• Meet sales targets and participate in training sessions.
• Provide feedback to improve loan offerings and customer experience.

Skills

Communication skills

Customer service

Sales

Lead generation

Training & mentoring

CRM tools

Education

Bachelor's degree in Business, Finance, or Commerce

Tools

CRM tools

Job description

Company Description

Fineoteric Finance is a new-age financial services platform that uses technology and data science to make the loan process quick, simple, and hassle-free. The company combines modern digital tools with traditional work methods and strong professional ethics to deliver reliable lending solutions. Fineoteric Finance focuses on understanding the unique needs and circumstances of each client, tailoring loan options accordingly. By simplifying every step of the loan journey, the company aims to provide a superior and transparent financial experience for its customers. Fineoteric is a growing organization where team members can contribute to innovative, customer-centric lending services.

Role Description

The Sales Specialist in Loans will work full time on-site at our Mumbai location. This role is responsible for engaging prospective and existing customers, understanding their financial needs, and recommending suitable loan products. Day-to-day activities include generating and qualifying leads, conducting in-person and phone-based consultations, explaining loan terms and eligibility criteria, and guiding customers through documentation and application processes. The Sales Specialist will collaborate closely with internal teams to ensure timely approvals, follow up on applications, and maintain accurate records in the CRM system. The role also involves meeting sales targets, participating in training sessions, and contributing feedback to improve our loan offerings and customer experience.

Qualifications

• Candidates should possess strong Communication skills, including clear verbal and written interaction and active listening.
• Candidates should possess solid Customer Service abilities to manage client queries, build trust, and deliver a positive loan experience.
• Candidates should possess proven Sales skills, with experience in lead generation, conversion, and working towards defined sales targets.
• Candidates should possess Training and Sales Management capabilities, such as mentoring team members, supporting onboarding, or coordinating sales activities.
• Relevant experience in retail loans, consumer finance, or banking is highly beneficial.
• Working knowledge of loan products, credit evaluation basics, and regulatory guidelines is an advantage.
• Comfort with using CRM tools, spreadsheets, and basic digital platforms for tracking leads and applications.
• Minimum of a bachelor's degree in Business, Finance, Commerce, or a related field preferred; equivalent practical experience will be considered.
• Ability to work on-site in Mumbai, manage multiple clients simultaneously, and adapt to a fast-paced, target-driven environment.