Website:
sambalpay.com
Job details:
Role
We are looking for a Team Leader who can manage a loan sales team and drive business for Personal Loan, Home Loan, and LAP products.
The candidate should have experience in loan sales, team handling, customer follow-up, document collection, referral lead management, and coordination with banks or lending partners.
Responsibilities
Manage and guide a team of loan sales executives.
Drive sales for Personal Loan, Home Loan, and Loan Against Property.
Generate and manage referral leads from customers, partners, connectors, and local networks.
Build and manage the DSA channel for loan sourcing.
Build a network of freelancers/connectors who can share quality loan leads.
Train freelancers and DSA partners on basic product details, required documents, and lead process.
Check customer requirements and help the team suggest the right loan option.
Follow up with customers for documents and loan status.
Coordinate with banks and lending partners for login, approval, and disbursal.
Track daily team performance, leads, logins, approvals, and disbursals.
Maintain regular follow-up with DSA partners, freelancers, and referral sources.
Ensure proper documentation and clear communication with customers.
Share regular reports with management on team performance and channel performance.
Required Experience
5 to 7 years of experience in loan sales.
At least 3 year of team handling experience is preferred.
Experience in Personal Loan, Home Loan, LAP, Balance Transfer, or Top-up Loan will be useful.
Experience in building or managing DSA, connector, freelancer, or referral channels will be preferred.
Candidate should have basic knowledge of loan process, credit score, income checks, documents, and lender requirements.
Skills Required
Good team handling skills.
Strong knowledge of loan products.
Ability to build referral and partner networks.
Good communication and follow-up skills.
Ability to manage targets and team performance.
Basic knowledge of Excel or CRM.
Honest and customer-focused approach.
Preferred Background
Banking, NBFC, DSA, fintech, or loan sales company.
Experience working with banks, lending partners, DSAs, freelancers, or connectors.
Candidate who can manage both sales and process follow-up.
Click on Apply to know more.