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Company Description Achintya Management is a growing organization with expertise across finance, real estate, and IT services. The company focuses on delivering practical, results-oriented solutions to individuals and businesses seeking financial guidance and support. In the finance domain, Achintya Management aims to simplify access to personal loans and other financial products through transparent processes and responsible advisory services. Team members collaborate across disciplines to provide clients with comprehensive support, leveraging both market insights and technology-enabled tools. Achintya Management offers an environment where professionals can develop their skills while contributing to sustainable business growth.
Role Description The Personal Loan Sales Team Leader and Manager is a full-time, hybrid role based in Kakori, with flexibility for some work-from-home activities. The role involves leading and coaching a sales team focused on personal loan products, setting daily and weekly targets, and monitoring performance against defined KPIs. The team leader will oversee lead generation, customer follow-ups, and loan application processing while ensuring adherence to compliance, documentation, and quality standards. Responsibilities include developing and implementing sales strategies, conducting training sessions, resolving escalated customer issues, and coordinating with internal stakeholders such as credit, operations, and management. The role also requires preparing regular sales reports, analyzing market trends, and recommending improvements to processes and customer engagement approaches.
Qualifications
- Candidates should possess strong sales and business development skills, including target achievement, pipeline management, and negotiation abilities.
- Candidates should possess team leadership and people management skills, such as coaching, performance monitoring, and conflict resolution.
- Candidates should possess customer relationship and communication skills, including clear verbal and written communication and a customer-centric approach.
- Candidates should possess basic financial and analytical skills relevant to personal loans, such as understanding loan products, credit profiles, and documentation requirements.
- Candidates should possess organizational and planning skills, including time management, reporting, and the ability to prioritize multiple tasks.
- Prior experience in retail banking, NBFCs, or financial services sales, especially in personal loans, is highly beneficial.
- A bachelor’s degree in business, finance, marketing, or a related field is preferred, although relevant experience may be considered in lieu of formal education.
- Comfort with using CRM tools, spreadsheets, and communication platforms to track leads and team performance is an advantage.
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