Personal Loan Sales Executive
Budget: ₹100 – ₹400 INR
This project centres on boosting personal-loan origination inside the finance industry. The sales executive will handle the full cycle—from prospecting and initial qualification through to application submission and follow-up—exclusively for personal-loan products. Success is measured by the volume of completed applications and the conversion rate from lead to funded loan.
Solid knowledge of lending regulations, credit-worthiness assessment, and common loan-processing tools (e.g., Salesforce, HubSpot, LOS platforms) will help streamline daily outreach and shorten approval times. Consistent reporting on pipeline status, weekly performance summaries, and clear documentation of each borrower interaction form part of the expected deliverables.
All outreach assets (call scripts, email templates, CRM notes) stay on our server; once the engagement concludes, a final report detailing lead sources, conversion metrics, and strategic recommendations will be required for project sign-off.
Solid knowledge of lending regulations, credit-worthiness assessment, and common loan-processing tools (e.g., Salesforce, HubSpot, LOS platforms) will help streamline daily outreach and shorten approval times. Consistent reporting on pipeline status, weekly performance summaries, and clear documentation of each borrower interaction form part of the expected deliverables.
All outreach assets (call scripts, email templates, CRM notes) stay on our server; once the engagement concludes, a final report detailing lead sources, conversion metrics, and strategic recommendations will be required for project sign-off.