Banking Executive - Loan/Insurance Sales
Andromeda Sales & Distribution Pvt Ltd
Date: 2 hours ago
City: Chennai, Tamil Nadu
Contract type: Full time
This job is provided by apna.co We are looking for a dynamic and target-driven Banking sales Executive to promote and sell loan products over calls. The candidate will be responsible for generating leads, explaining loan products, and assisting customers throughout the loan application process.
Key Responsibilities
Make outbound calls to potential customers to promote loan products (Personal Loan, Business Loan, Home Loan, LAP, etc.)
Explain product features, eligibility criteria, interest rates, and documentation requirements
Understand customer needs and suggest suitable loan options
Follow up on leads and convert them into successful loan applications
Handle inbound queries and provide accurate information to customers
Maintain proper records of calls, leads, and customer details in CRM
Coordinate with internal teams for smooth loan processing and disbursal
Achieve daily, weekly, and monthly sales targets
(These responsibilities align with common loan telecalling roles in India’s BFSI sector.)
Required Skills
Strong communication and convincing skills
Good sales and negotiation ability
Basic knowledge of loan products
Ability to handle customer queries effectively
Target-oriented and self-motivated
Basic computer knowledge (MS Excel / CRM tools)
Key Responsibilities
Make outbound calls to potential customers to promote loan products (Personal Loan, Business Loan, Home Loan, LAP, etc.)
Explain product features, eligibility criteria, interest rates, and documentation requirements
Understand customer needs and suggest suitable loan options
Follow up on leads and convert them into successful loan applications
Handle inbound queries and provide accurate information to customers
Maintain proper records of calls, leads, and customer details in CRM
Coordinate with internal teams for smooth loan processing and disbursal
Achieve daily, weekly, and monthly sales targets
(These responsibilities align with common loan telecalling roles in India’s BFSI sector.)
Required Skills
Strong communication and convincing skills
Good sales and negotiation ability
Basic knowledge of loan products
Ability to handle customer queries effectively
Target-oriented and self-motivated
Basic computer knowledge (MS Excel / CRM tools)
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