Key Responsibilities:
- Sales & Business Development:
- Actively source new clients through field visits, referrals, tele-calling, and digital platforms.
- Promote and sell personal loan and home loan products to individuals and salaried professionals.
- Meet assigned monthly and quarterly sales targets.
- Client Relationship Management:
- Build and maintain strong, long-lasting customer relationships.
- Conduct need-based assessments to understand client loan requirements.
- Provide timely and accurate information regarding loan products, eligibility, documentation, and processing.
- Loan Processing & Documentation:
- Assist clients in completing loan application forms and collecting necessary documentation.
- Coordinate with credit, operations, and legal teams for seamless processing and disbursal of loans.
- Ensure all applications comply with company policies and regulatory guidelines.
- Market Intelligence & Reporting:
- Stay updated on competitor products, market trends, and regulatory changes.
- Provide regular updates and reports to the sales manager regarding pipeline and conversions.
Qualifications:
- Bachelor’s degree in Business Administration, Finance, Commerce, or a related field.
- MBA (preferred but not mandatory).
- Minimum 1-3 years of experience in loan sales or similar roles in BFSI sector.
Skills & Competencies:
- Good communication and interpersonal skills.
- Sales-driven attitude with strong negotiation skills.
- Basic understanding of banking/loan products and financial documents.
- Proficiency in MS Office and CRM tools.
- Ability to work under pressure and achieve targets.
Other Requirements:
- Willingness to travel within the assigned territory.
- Two-wheeler (optional, depending on the role requirements).
- Knowledge of local language (preferred).
About company
At Axis Bank, we go much beyond addressing the financial needs of our customers. We give them reasons to strengthen their trust in us, at every step. This belief has paid us rich dividends, bringing with it steady growth, rapid expansion and an opportunity for you to propel your career further.
Axis Bank is expanding and with expansion comes the opportunity to grow and chart your own career path. So, if you are a self-motivated banking professional, looking for opportunities to redefine your career, you might just be the person we require.