Retail Loan Executive – Gurugram (Full-Time, In-Person)
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What you'll do
- Make cold calls to potential customer of Gurugram for various loan products.
- Generate leads through field visits, referrals, and online/social channels.
- Explain product features clearly and engage clients for loan applications.
- Schedule meetings and support client onboarding.
- Collect and verify KYC and financial documents.
- Submit loan files to banks/NBFCs for approval.
- Ensure all documentation meets company compliance standards.
- Coordinate with clients and banks for loan approvals and disbursements.
- Achieve monthly sales and disbursement targets.
- Ensure a smooth and timely loan process for all customers.
- Provide after-sales support and maintain long-term client relationships.
- Encourage referrals and repeat business through quality service.
What they're looking for
- Bachelor’s Degree in Finance, Commerce, Business Administration, or a related field
- Excellent communication in English, Hindi and Haryana local language
- Strong presentation and persuasion skills
- Comfortable with target-based field sales and cold calling
- Basic knowledge of MS Office and Google Sheets
- Interest in finance, sales, and customer service
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We’re hiring energetic and motivated Retail Loan Executives in Gurugram! This is a great opportunity for freshers who want to start their career in the financial and banking sector.
In this role, you’ll connect with customers to promote and process retail loan products such as Home Loans, Loan Against Property, Personal Loans, and Vehicle Loans through cold calling, field visits, and referrals in Gurugram Haryana.
If you have great communication skills and a passion for sales, this role is made for you!
Location: Gurugram, Haryana
Job Type: Full-Time (In-Person)
Salary: ₹20,000 – ₹25,000 per month + Incentives
Education: Bachelor’s Degree in Finance, Commerce, Business Administration, or a related field
Experience: 0–1 year (Freshers Welcome)
Open Positions: Multiple
Key Responsibilities
Lead Generation & Client Acquisition
- Make cold calls to potential customer of Gurugram for various loan products.
- Generate leads through field visits, referrals, and online/social channels.
- Explain product features clearly and engage clients for loan applications.
- Schedule meetings and support client onboarding.
Loan Processing & Documentation
- Collect and verify KYC and financial documents.
- Submit loan files to banks/NBFCs for approval.
- Ensure all documentation meets company compliance standards.
Disbursement & Conversion
- Coordinate with clients and banks for loan approvals and disbursements.
- Achieve monthly sales and disbursement targets.
- Ensure a smooth and timely loan process for all customers.
Client Relationship Management
- Provide after-sales support and maintain long-term client relationships.
- Encourage referrals and repeat business through quality service.
- Cross-sell additional financial products when suitable.
Data & Reporting
- Maintain accurate lead data in Google Sheets or CRM tools.
- Update loan pipeline reports daily.
- Share weekly progress reports and feedback with management.
Skills Required for Loan sales job in Gurugram HR
- Excellent communication in English, Hindi and Haryana local language .
- Strong presentation and persuasion skills.
- Comfortable with target-based field sales and cold calling.
- Basic knowledge of MS Office and Google Sheets.
- Interest in finance, sales, and customer service.
Why Join Us
- Competitive fixed salary + performance incentives.
- Learn end-to-end loan sales and documentation process.
- Exposure to multiple financial products and customer types.
- Supportive team culture and real career growth opportunities.
If you’re passionate about sales, enjoy interacting with people, and want to grow your retail finance career in Gurugram, we’d love to meet you!
Apply now and take the first step toward a rewarding future with us in Gurugram.
Company
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