Loan Sales Executive

➤ Role Summary:- A Sales Closer is responsible for closing leads into successful loan applications by understanding customer needs, guiding them with correct products, and ensuring smooth processing till disbursement. ➤Pre-Shift Activities: ➤Attend 9:30 AM shadow meeting ➤Set up tools and workstation ➤Use music/mood lifters to stay focused ➤Take a power nap (10 mins) at 4 PM (recommended) ➤ Daily Shift Activities: ➤Reach office by 10:15 AM. ➤Share your location in the attendance group. ➤Prepare your tools and workstation (phone, documents, etc.). ➤After shadow meet, leave for the office and begin follow-ups.➤Call leads and prospects, fix meetings. ➤Share the planned meetings for the day in the group .➤Visit scheduled customers At every visit:- ➤Use Q&A, approach, affirmation meeting framework.➤Take live selfie with customer and share it in the WhatsApp group. ➤If it's an in-house lead, give the gift and click photo with the customer. ➤Try collecting CIBIL or vital docs in fi:rst meeting. ➤Set the next meeting (consider customer/personal events). ➤Send meeting reminder a day before and 1 hour prior. ➤Visit property/office and take photos (with permission). ➤Submit details on CRM and tracker sheet. ➤Take two follow-ups daily (morning + evening) for documents or approvals. ➤Collect and assess final credit details, submit proposal to customer via email/message. ➤After confirmation, collect remaining documents, support them in arranging docs like SOA, ITR, etc. ➤Login the case as per SLA. ➤Follow-up for sanction and disbursement (twice a day). ➤Explain sanction terms/expenses to customer clearly. ➤Submit disbursement documents as per checklist. ➤After disbursement: -Take 100% feedback and online review.➤Ask for 2–3 referrals from each customer. 🍽️ Lunch Break- Take a proper break for lunch Try to relax your mind for better performance in the second half. 🌇 Post-Lunch / End of Day ➤Second round of follow-ups with document team/customers. ➤Update CRM, tracker, and sheets before 8 PM. ➤Review your performance against goals. ➤Prepare plan for the next day. ➤Weekly Tasks ➤Analyze weekly leads, conversion, and cases closed. ➤Identify bottlenecks and share solutions. ➤Attend weekly training & team meetings.➤Follow up with closed customers, get referrals. ➤Share ideas and feedback with managers. ➤Monthly Tasks ➤Prepare monthly performance report. ➤Meet Branch Manager on 2nd or next working day. ➤Analyze customer behavior and feedback. ➤Join monthly STOP meetings with other departments. ➤Improve based on feedback from Ops and Customers 📈 Annual Tasks ➤Review yearly targets and results. ➤Suggest improvements in tools/CRM/processes. ➤Help improve customer experience. ➤Join yearly strategy/planning discussions.