Team Leader

JobTrade; Dadri; On-site; INR 700,000 - 1,200,000; Full time

Job summary

JobTrade in India seeks a proactive Team Leader to guide a cadre of Personal Loan and Overdraft Sales Executives. You will drive sales, coach the team, and ensure targets are met through direct sales, referrals, and partner channels.

You will also coordinate with Credit and Operations to streamline loan processing and maintain a strong sales pipeline. The role requires experience in financial product sales, leadership strength, and a proven ability to deliver consistent performance in a

Qualifications

• Experience leading a sales team in Personal Loans, overdrafts, or related financial products.
• Strong leadership and people-management capabilities.
• Proven track record of achieving sales targets and coaching teams.

Responsibilities

• Lead, motivate, and manage a team of Personal Loan and Overdraft Sales Executives.
• Monitor performance against targets and provide regular coaching and feedback.
• Drive sales through channels including direct sales, referrals, and partner networks.
• Ensure quality lead generation and proper customer profiling to maintain pipeline.
• Coordinate with Credit, Operations, and Verification teams for smooth loan processing.
• Track KPIs such as disbursement value, number of applications, and revenue targets.

Skills

Team-management

Target-oriented

Communication skills

Customer relationship

Sales & business development

Coaching & motivation

Fast-paced environment

Job description

• Lead, motivate, and manage a team of Personal Loan and Overdraft Sales Executives.
• Monitor individual and team performance against assigned targets.
• Provide regular coaching, guidance, and performance feedback.
• Improve team productivity and ensure consistent sales performance.

Job Role

• Team Leader

Job Description

Team Management:

• Lead, motivate, and manage a team of Personal Loan and Overdraft Sales Executives.
• Monitor individual and team performance against assigned targets.
• Provide regular coaching, guidance, and performance feedback.
• Improve team productivity and ensure consistent sales performance.

Sales & Business Development

• Drive sales of Personal Loan and Overdraft products.
• Generate business through direct sales, referrals, DSA/channel partners, and existing customer relationships.
• Identify new business opportunities and expand the customer base.
• Build and maintain strong customer relationships.
• Ensure achievement of monthly and quarterly sales, disbursement, and revenue targets.

Lead Generation & Quality Sourcing

• Ensure proper customer profiling and quality lead generation.
• Monitor the quality of applications and customer sourcing.
• Follow up with potential customers to improve conversion rates.
• Ensure that the team maintains a strong sales pipeline.

Loan Processing & Coordination

• Coordinate with Credit, Operations, and Verification teams for smooth loan processing.
• Follow up on applications and pending documentation.
• Support timely loan approvals and disbursements.
• Ensure proper coordination throughout the customer journey.

Key Performance Indicators

Sales Performance:

• Monthly disbursement value.
• Number of quality applications and logins.
• Lead-to-disbursement conversion rate.
• Team productivity.
• Revenue and fee generation.
• Customer acquisition.

Experience

• Experience in Personal Loans, Overdraft, Consumer Finance, Banking, Fintech, or NBFC Sales.
• Prior experience in managing a sales team is preferred.

Required Skills

Sales & Leadership Skills:

• Strong team-management and leadership abilities.
• Target-oriented approach.
• Good communication and customer relationship skills.
• Strong sales and business-development skills.
• Ability to coach and motivate team members.
• Ability to work effectively in a fast-paced environment.

Preferred Industry Experience

• Personal Loans
• Overdraft
• Consumer Finance
• Banking
• Fintech
• NBFC Sales