Sales Officer business loan

About the Role

This is a full-time, on-site Sales Officer – Business Loan role based in Chennai.

Key Responsibilities

• Sourcing and acquiring new business loan customers through direct sales, customer visits, and local market outreach.
• Explaining loan products, eligibility criteria, and documentation requirements.
• Assisting customers with applications and ensuring timely completion of onboarding processes.
• Managing pipeline follow-ups.
• Coordinating with internal teams for approvals and disbursements.
• Maintaining accurate records of leads, prospects, and conversions.
• Meeting assigned sales targets.
• Adhering to compliance and risk guidelines.
• Delivering a professional, customer-centric experience.

Requirements & Tech Stack

• Sales Operations knowledge (managing pipelines, documentation, coordinating disbursals).
• Comfortable working on-site in Chennai and traveling locally for client meetings and market outreach.

Qualifications

• Strong Customer Service skills, with the ability to understand business needs and provide appropriate loan solutions.
• Experience in Lead Generation and prospecting through field visits, referrals, and local market activities.
• Effective Communication skills, including clear verbal and written interaction with customers and internal teams.
• Exposure to Channel Sales, working with partners, connectors, or intermediaries to drive business loan acquisitions.
• Prior experience in retail or SME lending, business loans, or banking/financial services is preferred.
• Basic understanding of credit assessment, KYC norms, and regulatory compliance in financial services.
• Minimum educational qualification: Bachelor’s degree in any discipline.
• Relevant certifications in finance or sales are an advantage.
• Ability to work in a target-driven environment.
• Strong negotiation and relationship-building skills.