Loan Executive

Job Overview and Responsibilities

The Loan Executive role involves generating new sales leads and consistently following up on assigned leads while keeping comprehensive records of all sales activities. This position requires frequent travel across designated regions to meet clients personally and provide thorough assistance.

Key Duties

• Initiate and sustain customer relationships before and after sales.
• Complete and submit loan proposals to banks accurately and timely.
• Work towards meeting and exceeding sales targets set by the company.
• Handle customer file processing along with diligent record-keeping and reporting.
• Conduct visits to customers within the allotted territory to maintain strong engagement.