Customer Sales Executive - Business loans - Direct - Kolkata - Srijan Tech Park - CSE
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, generic sales role, metro location, and unspecified experience increase competition.
BFSI lending and documentation requirements make background fit moderately sensitive.
No explicit years but required documentation, sanction ratios, and compliance drive moderate shortlisting strictness.
Job Description
Structured overview of role & requirementsAbout This Role
Identify potential business customers and collect required documents following organizational norms, under supervision.
Log customer cases into the system according to SOP and follow processes for loan disbursement.
Support fulfilling sanction ratio targets and cross-sell multiple products with guidance; assist in vendor empanelment and regulatory compliance as directed.
Minimum Requirements
Undergraduate or Graduate in any discipline.
Work Experience Required: Not explicitly mentioned in the JD.
Must be able to follow organizational process for document validation and loan disbursement.
Must comply with audit and RBI regulations under guidance.
Ideal Candidate Profile
Operates effectively under supervision with willingness to follow prescribed processes.
Capable of managing customer interactions focused on business loans within structured organizational guidelines.
Experience or interest in financial products and regulatory compliance is advantageous but not explicitly required.