Sales
MSME Loan Sales Executive
Help businesses discover suitable financing - generate leads, explain MSME loan products, and convert qualified prospects into applications.
- Sector 63, Noida
- Full-time
- 1-3 years
- On-site
- Sales
Role overview
We are looking for an energetic and target-oriented MSME Loan Sales Executive to help businesses discover suitable financing solutions. The candidate will be responsible for generating leads, understanding business funding requirements, explaining loan products, coordinating with customers and internal teams, and converting qualified prospects into successful loan applications.
Responsibilities
- Generate and qualify leads for MSME and business loan products.
- Connect with business owners and understand their financial requirements.
- Explain suitable loan products, eligibility criteria, documentation, interest rates, tenure, and other relevant terms.
- Follow up with prospective customers through calls, WhatsApp, email, and meetings.
- Maintain regular communication with leads throughout the sales cycle.
- Coordinate with loan processing, credit, and operations teams.
- Collect and verify basic customer and business information.
- Track leads, follow-ups, conversions, and application status.
- Achieve monthly sales and conversion targets.
- Maintain accurate records in the CRM or internal sales system.
- Build long-term relationships with business owners and customers.
- Stay updated on MSME loan products, market conditions, and competitor offerings.
Requirements
- 1-3 years of experience in sales, banking, NBFC, fintech, financial services, insurance, or a related field.
- Experience in business loans, MSME loans, personal loans, or financial products is preferred.
- Strong communication and interpersonal skills.
- Comfortable speaking with business owners and decision-makers.
- Good negotiation and follow-up skills.
- Target-oriented and self-motivated.
- Basic knowledge of MS Excel, CRM tools, and digital communication platforms.
- Ability to work independently as well as with a team.
- Fluency in English and Hindi; Gujarati is a strong advantage.
What You'll Do Well
- Build strong customer relationships.
- Convert qualified leads into applications.
- Maintain a consistent sales pipeline.
- Communicate financial products clearly and responsibly.
- Work toward ambitious but achievable targets.
Compensation
Competitive salary + performance-based incentives. Final compensation will depend on experience, skills, and performance.
