Vehicle Loan Executive Trainee

Mahindra Finance; Kariyam; Hybrid; INR 180,000 - 300,000; Full time

Job summary

Mahindra Finance is seeking a dynamic sales associate to drive loan lead generation, explain loan terms, gather documents, verify details, and coordinate with credit and operations teams to speed approvals and disbursement. Travel is required and a two-wheeler license is mandatory.

The role focuses on qualifying buyers, meeting monthly targets, and providing excellent customer service while ensuring compliance with lending policies and documentation standards.

Qualifications

• Graduation completed and willing to travel.
• Must have two-wheeler license.
• Familiarity with loan products is a plus.

Responsibilities

• Generate leads by partnering with auto dealers, direct marketing, or calling prospects.
• Explain loan terms, rates, and payments tailored to buyer needs.
• Collect documents, verify details, and assess loan qualification.
• Coordinate with credit and operations to speed approvals and disbursement.
• Achieve monthly/quarterly sales targets.

Skills

Lead generation

Customer service

Credit processing

Sales targets

Team coordination

Education

Graduation

Job description

Role & responsibilities

Key Responsibilities

• Lead Generation: Find new clients by partnering with auto dealers, using direct marketing, or calling prospective buyers.
• Customer Service: Explain loan terms, interest rates, and monthly payment options based on what the buyer needs.
• Application Processing: Collect financial documents, check credit history, and verify customer details to see if they qualify for a loan.
• Internal Coordination: Work with the credit and operations teams to speed up loan approvals and final money disbursement.
• Target Achievement: Meet or exceed monthly and quarterly sales goals set by the bank or financial institution

Preferred candidate profile

• Graduation
• Willing to travel
• 2 wheeler License is mandatory