Company Description Shree Sai Enterprises LLP is a Navi Mumbai–based firm specializing in loan and financial services, focused on making financing simple, transparent, and accessible. With over 15 years of experience in banking and finance, the firm supports individuals and businesses in achieving their financial goals with confidence. It offers Home Loans, Commercial Loans, Loan Against Property (LAP), and Mortgage Solutions tailored to diverse customer needs. Strong partnerships with leading financial institutions such as SBI, Axis Bank, HDFC, IDBI, ICICI, Bank of Baroda, Bank of Maharashtra, Tata Capital, L&T Finance, and Aditya Birla Capital enable competitive rates and a smooth, hassle-free borrowing experience.
Role Description This is a full-time, on-site Salesperson role based in Navi Mumbai. The Salesperson will identify potential customers, explain loan and mortgage products, and guide clients through the application and approval process. Daily responsibilities include generating leads, conducting sales calls and meetings, maintaining relationships with customers and banking partners, and following up to ensure timely documentation and disbursement. The role involves preparing basic proposals, maintaining accurate records of client interactions, and collaborating with internal teams to provide efficient and ethical service. The Salesperson is expected to meet sales targets while offering clear, professional advice aligned with company policies and regulatory requirements.
Qualifications
- Candidates should possess strong communication, negotiation, and interpersonal skills to engage effectively with diverse customers and stakeholders.
- Candidates should possess sales, business development, and customer relationship management skills to drive lead generation and conversion.
- Candidates should possess basic financial understanding, loan product knowledge, and documentation handling skills to support accurate and compliant processing.
- Candidates should possess organizational, time management, and follow-up skills to manage multiple clients and meet deadlines and targets.
- Relevant experience in retail banking, NBFCs, loan sales, or financial services is highly beneficial.
- Comfort with using computers, CRM tools, and common office software for reporting and record-keeping is expected.
- A minimum of a high school diploma; a bachelor's degree in commerce, finance, business, or a related field is an advantage.
- Ability to work on-site in Navi Mumbai and maintain a professional, client-focused attitude in a fast-paced environment.
