Private Finance

• JD for Sales (Business Loan)
• Position: Sales Executive - Business Loans
• Department: Sales
• Job Type: Full-time
• Position Overview:

We are seeking a motivated and results-oriented Business Loan Sales Executive to join our dynamic Sales Department. This position requires an individual with an MBA in Marketing or Finance, combined with 2 to 4 years of experience as a Direct Selling Agent (DSA) in the financial services sector. The ideal candidate will be responsible for generating business loan

• leads, building strong client relationships, and driving sales growth while ensuring high customer
• satisfaction.
• Key Responsibilities:
• 1 - Lead Generation & Sales: Identify potential business loan clients through proactive lead
• generation, networking, and market research. Approach businesses for financial solutions,
• including working capital loans, term loans, and other financing options.
• 2 - Client Relationship Management: Build and maintain strong relationships with existing and
• potential clients, understanding their financial needs and offering appropriate loan products.
• 3 - Sales Execution: Deliver presentations and pitches to prospective clients, addressing their
• queries, explaining loan features, and assisting in the loan application process.
• 4 - Documentation & Compliance: Ensure all necessary loan documentation is collected,
• accurately filled out, and complies with company policies and regulatory requirements.
• 5 - Product Knowledge & Consultation: Provide expert advice to clients on suitable loan
• products, explaining terms, interest rates, and repayment plans in a clear and concise manner.
• 6 - Achievement: Meet or exceed sales targets and KPIs, contributing directly to the growth and
• success of the business loan portfolio.
• 7 - Market Insights: Stay updated on market trends, competitors, and regulatory changes to
• provide relevant insights to clients and adapt strategies accordingly.
• 8 - Collaboration with Internal Teams: Work closely with underwriting, risk, and credit teams to ensure smooth loan processing and timely approvals.
• 9 - Reporting & Documentation: Maintain accurate records of client interactions, sales activity, and other relevant information. Provide regular sales reports to management.
• Qualifications:
• Educational Qualification: MBA in Marketing, Finance, or a related field.
• Experience: 2 to 4 years of experience as a Direct Selling Agent (DSA) or in a similar role in
• business loan sales.
• Skills:
• 1 - Strong understanding of business loan products, lending processes, and financial services.
• 2 - Excellent communication, negotiation, and interpersonal skills.
• 3 - Ability to understand client requirements and offer customized financial solutions.
• 4 - Strong lead generation, closing, and relationship-building skills.
• 5 - Familiarity with CRM systems and sales tracking tools.