01Overview
Company Description Loan Solutions Financial Services is a growing financial services organization focused on providing accessible loan and credit solutions to individuals and businesses. The company is committed to transparent processes, responsible lending practices, and customer-centric service. Team members work in a collaborative environment with opportunities to learn about financial products and client relationship management. The organization values integrity, performance, and continuous improvement, offering room for professional development and advancement.
Role Description This is a full-time, on-site Sales Executive and operation role based in Solan. The Sales Executive will be responsible for identifying prospective clients, explaining loan products, Insurances and mutual funds services, and guiding customers through the application and approval process. Daily activities include generating leads, conducting in-person and telephonic sales meetings, maintaining accurate records of client interactions, and following up to ensure timely closure of deals. The role also involves building long-term relationships, providing post-sales support, and collaborating with internal teams to ensure smooth processing of loan applications. The Sales Executive is expected to meet sales targets, adhere to compliance and documentation requirements, and represent the company professionally in all client engagements.
Qualifications
Demonstrated ability in sales, business development, or customer-facing roles within financial services or related sectors.Strong communication, negotiation, and interpersonal skills, with the ability to explain financial products clearly and build trust with clients.Basic understanding of loans, credit products, and financial services, or willingness to learn quickly and stay updated on offerings.Proficiency in maintaining records, using office productivity tools (e.g., spreadsheets, CRM software), and managing follow-ups efficiently.Self-motivated, target-oriented approach with the ability to work independently while collaborating effectively with team members.Minimum educational qualification of a high school diploma; a bachelors degree in business, finance, or a related field is preferred.Prior experience in field sales, retail banking, or financial product sales in the Solan region or nearby areas is an advantage.Comfort with on-site client visits and local travel as required to meet prospects and clients. .
