Sales Executive (Salary Loan / Wealth Management)

Rosabon Financial Services is seeking a Sales Executive to sell loan and wealth management products. The role involves evaluating loan applications, advising clients, and ensuring timely processing while building customer trust and meeting sales targets.

Evaluate creditworthiness by processing loan applications and documentation

Interview applicants to determine financial eligibility and feasibility of granting loans

Determine applicable ratios, set up debt payment plans, and review loan agreements for accuracy

Communicate with clients to request or provide information

Complete loan contracts and counsel clients on policies and restrictions

Update account records and compute payment schedules using ERP systems

Collaborate with underwriters to resolve loan application issues

Stay updated on loan types and financial services

Assess customer needs, explore options, and introduce loan products

Develop referral networks, suggest alternate channels, and cross-sell products

Ensure compliance with lending laws and regulations

Mobilize deposits to meet set targets

Key Performance Indicators:

Meet monthly loan and investment targets

Maintain low number of non-performing loans

Achieve minimum 90% customer retention across loan and investment products

B.Sc. Degree in Finance, Economics, or related field

Proven experience as a Loan Officer

Familiarity with computers and banking applications/software

Solid understanding of lending products and practices

Strong sales and customer service skills

Ability to work in a goal-oriented environment and meet targets

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