Prospecting and Lead Generation: Identify and pursue potential clients through various channels such as cold calling, networking events, referrals, and digital platforms.
Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial needs, providing personalized solutions, and offering exceptional customer service.
Product Knowledge: Develop a deep understanding of the loan products offered by the organization, including their features, terms, and eligibility criteria.
Negotiation and Closing: Negotiate terms and conditions with clients to secure loan agreements, ensuring mutual satisfaction and compliance with regulatory requirements.
Pipeline Management: Manage a sales pipeline effectively by tracking leads, opportunities, and client interactions using CRM software, and providing regular updates to management.
Market Research: Stay informed about industry trends, competitor activities, and market dynamics to identify new business opportunities and maintain a competitive edge.
Compliance: Adhere to all relevant regulatory guidelines and internal policies governing the sale of loan products, ensuring ethical conduct and risk mitigation.
Employement Category:
Employement Type: Full time Industry: Financial Services Role Category: Financial Services Functional Area: Not Applicable Role/Responsibilies: Loan Sales Executive