Loan Sales Agent

Full Time

MUMBAI

Posted 23 days ago

Job Description:

Key Responsibilities:
  • Actively prospect new clients and identify loan opportunities through various channels (e.g., phone, email, referrals, social media).
  • Engage with potential borrowers to understand their financial needs and recommend appropriate loan products (e.g., personal loans, mortgages, auto loans).
  • Provide clients with clear information about loan terms, interest rates, eligibility criteria, and other key details.
  • Collect necessary documentation from clients to complete loan applications.
  • Process loan applications and assist clients in understanding the approval process.
  • Follow up with potential clients to ensure timely loan application submissions and resolve any questions or concerns.
  • Meet or exceed individual sales targets and contribute to overall sales team performance.
  • Stay updated on industry trends, lending products, and changes in financial regulations.
  • Build and maintain relationships with clients to encourage repeat business and referrals.
  • Maintain accurate records of sales activities and customer interactions in the CRM system.

Preferred Skills:
  • Previous experience in a loan sales or financial services role.

Interested candidates can mail updated resume to vacancies@edwiseinternational.com  or can call on 022 40813 487

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