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Medium—common sales executive role with generalist requirements and moderate brand in non-metro location.
Medium—sales skills largely transferable, but lending, documentation, and compliance experience is preferred.
Low—no explicit experience, certifications, or technical filters; selection based on sales fit and documentation.
Identify potential business customers with guidance from supervisor or manager.
Collect and validate customer documents following organizational norms; log cases in system as per SOP to support disbursement process.
Meet sanctioned ratio targets and cross-sell multiple products under supervision; assist in empaneling new vendors and ensuring compliance with audit and RBI regulations.
Undergraduate or graduate degree in any discipline.
Work Experience Required: Not explicitly mentioned in the JD.
Must be able to collect and validate documents according to organizational norms.
Must follow SOP and compliance regulations including Audit and RBI guidelines.
Candidate comfortable working under direct supervision with structured guidance.
Familiarity or willingness to learn business loan sales processes and customer engagement.
Ability to support compliance and operational procedures in a regulated financial services environment.