Company Description Credigo Capital helps individuals and businesses access quick, hassle-free personal and business loans from leading banks and NBFCs. The company focuses on delivering a smooth and trustworthy experience, whether clients are funding a dream, expanding a business, or consolidating debt. Credigo Capital operates on the principles of transparency, reliability, and speed, ensuring clients clearly understand their options. Team members work in a collaborative environment centered on customer service and ethical lending practices.
Role Description This is a full-time, on-site Sales Executive role based in Thane. The Sales Executive will identify and qualify prospective clients seeking personal and business loans, explain product offerings, and guide them through the loan application process. Responsibilities include managing leads, conducting client meetings, assessing customer requirements, and matching them with suitable products from partner banks and NBFCs. The role also involves maintaining accurate records in CRM tools, following up on applications, coordinating with internal and external stakeholders for documentation and approvals, and meeting assigned sales and revenue targets. The Sales Executive will provide post-disbursement support, ensure a positive customer experience, and uphold Credigo Capital's standards of transparency and trust.
Qualifications
- Strong sales and business development skills, including lead generation, client acquisition, and relationship management.
- Excellent communication and interpersonal abilities, with capacity to explain financial products clearly and build trust with diverse clients.
- Basic understanding of consumer and business loan products, banking processes, and NBFC offerings, or willingness to learn quickly.
- Proficiency in using CRM or sales tracking tools, MS Office, and maintaining accurate digital records and documentation.
- Goal-oriented mindset with the ability to work in a fast-paced environment, manage multiple cases, and consistently meet targets.
- Prior experience in financial services, lending, or banking sales is an advantage but not mandatory.
- Minimum of a high school diploma; a bachelor's degree in Business, Finance, or a related field is preferred.
- Comfort working on-site in Thane and engaging with clients in-person as required.
