Loans Sales Executive or Manager

Company Description

MoneyMasterz is a comprehensive wealth management company trusted by over 8,000 clients across more than 5 countries. With a dedicated team of professionals, we manage assets worth 750 Cr., offering personalized and holistic financial solutions. Our goal is to make portfolio management a fun and enjoyable experience by providing customized services that cater to each client's unique financial situation and goals. Choose us as your personal CFO and experience unsurpassed financial management.

Key Responsibilities:

• Manage and process Secured and unsecured loan applications, including personal and business loans.
• Assess customer eligibility through document verification, credit checks, and income analysis.
• Coordinate with credit, operations, and risk departments to ensure timely approval and disbursement.
• Achieve monthly sales targets and contribute to overall branch/team performance.
• Provide accurate product information to clients and resolve queries promptly.
• Ensure compliance with internal policies and regulatory guidelines.
• Maintain records of customer interactions and loan status updates in CRM systems.
• Build and manage strong relationships with customers to drive repeat business and referrals.
• Conduct follow-ups for pending documentation or repayments when required.

Required Skills and Qualifications:

• Bachelor’s degree in Finance, Business Administration, or a related field (MBA preferred).
• Minimum of

  3 years of experience

  in unsecured lending or related financial services.
• Sound understanding of credit underwriting and risk evaluation for unsecured loans.
• Excellent communication, interpersonal, and negotiation skills.
• Strong analytical and problem-solving abilities.
• Proficient in MS Office and loan management systems/CRM tools.
• Ability to work under pressure and meet targets in a fast-paced environment.