Credit Direct Limited

Financial Services

Sales Team Lead, Digital Personal Loan

Closed for applications
Job details

Contract Type

Description

Requirements

  • Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.
  • Relevant professional certifications or Master’s degree is an added advantage.
  • Minimum of 5-7 years in sales management, preferably in personal loans or financial services, with a focus on high-net-worth clients.
  • Proven track record of achieving sales targets and managing client relationships.
  • High proficiency in sales techniques and customer relationship management.
Responsibilities

Client Relationship Management:

  • Build and maintain strong relationships with high-net-worth clients to drive loyalty and repeat business.
  • Conduct regular meetings with HNI clients to understand their financial needs and provide tailored loan solutions.
  • Address and resolve client issues and concerns promptly to ensure high levels of satisfaction.

Sales and Business Development:

  • Develop and implement strategies to achieve personal loan sales targets for HNI clients.
  • Identify and pursue new business opportunities within the HNI segment.
  • Collaborate with the sales and marketing teams to create targeted campaigns and initiatives.

Portfolio Management Assistance :

  • Oversee the HNI loan portfolio, ensuring quality and profitability.
  • Monitor and manage the performance of the HNI loan portfolio, including risk assessment and mitigation.
  • Ensure compliance with internal policies and regulatory requirements.

Team Management:

  • Lead and manage the HNI sales team, providing guidance and support to achieve business objectives.
  • Conduct regular performance evaluations and provide constructive feedback to team members.
  • Foster a culture of excellence, collaboration, and continuous improvement within the team.

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