Sales Executive (Salary Loan / Wealth Management)

Rosabon Financial Services Limited is seeking result-driven Sales Executives to promote loan and investment products while building strong client relationships. The role involves assessing customer needs, processing loan applications, and achieving sales and deposit targets across assigned locations.

• Market and sell loan and wealth management products to prospective clients
• Process and evaluate loan applications within approved limits
• Interview applicants to assess eligibility and financial capacity
• Calculate financial ratios and structure repayment plans
• Communicate with clients to obtain or provide necessary information
• Prepare loan documentation and ensure compliance with company policies
• Review agreements for accuracy and completeness
• Maintain and update customer records and transaction details
• Collaborate with underwriters to resolve application issues
• Identify customer needs and recommend suitable financial products
• Build referral networks and cross-sell services to meet targets
• Ensure compliance with regulatory and lending guidelines
• Drive deposit mobilization and achieve assigned sales targets

• B.Sc Degree in Finance, Economics, or related field
• Proven experience as a Loan Officer or in a similar role
• Familiarity with banking software and computer applications
• Strong understanding of lending products and processes
• Sales-driven with strong customer relationship skills
• Ability to work in a target-driven environment

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