We are seeking a high-energy, results-driven Loan Sales Associate to drive business growth by connecting clients with the right financing solutions. In this role, you will act as the primary advisor for prospective borrowers—assessing their financial profile, recommending tailored loan products, and guiding them through the application lifecycle from initial contact to disbursement.
Working at the front lines of our sales operations, you will manage an active lead pipeline, overcome client objections, and build trusted relationships with referral partners. If you possess strong consultative selling skills, financial acumen, and a passion for achieving monthly sales targets in a fast-paced environment, this role offers an exceptional platform for high earnings and career advancement.
💼 Position: Team Leader – Life Insurance
📍 Location: Noida Sector 2, Near Sector 15 Metro Station
🎯 Experience: Life Insurance Sales Experience Required
🔹 Job Responsibilities:
✅ Lead and manage the Life Insurance sales team.
✅ Drive sales performance and achieve business targets.
✅ Handle customer queries and provide suitable insurance solutions.
✅ Monitor team performance and support team members.
✅ Develop business through the insurance broking channel.
🔹 Candidate Requirements:
✔️ Relevant experience in Life Insurance sales.
✔️ Team handling and leadership skills.
✔️ Good communication and customer-handling skills.
✔️ Experience in the insurance broking channel will be preferred.
📞 HR Contact Person: Dinesh Kumar
📍 Job Location: Noida Sector 2, Near Sector 15 Metro Station
🤝 Join SMC Insurance Brokers Private Limited and grow your career with us!
Company profile:
Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers
the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive
technology platform for end to end insurance servicing needs of their customers. The platform enables training &
licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers
support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across
700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfill 92% of the market needs. We’re
also working with 7 banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently
at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the
platform annually. We have raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture
Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG.
We aim to “demystify” insurance by explaining the jargon in a simple way and providing smart tools to help a user
make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. We
offer insurance across categories like motor insurance, health insurance, life insurance and other sachet insurance
products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to
make the right decision of buying insurance through right advice.
Role/Designation : Executive/Operation Executive Location : Andheri
Department: Renewal
Employment Type: Full-Time
Qualification: Any Graduate
Roles & Responsibilities:
● Handle customer queries and provide policy-related assistance.
● Maintain customer relationships to improve retention and satisfaction.
● Achieve renewal targets and ensure timely policy renewals.
● Maintain accurate records and MIS reports.
Eligibility Criteria & Required Skills
● Graduate from a recognized university
● Freshers and experienced candidates can apply.
● Good communication and customer-handling skills.
● Basic knowledge of MS Office.
● Knowledge of Health and Motor Insurance will be an added advantage.
● Positive attitude and willingness to learn.
Compensation & Benefits
● Salary: ₹15,000 – ₹20,000 per month
● Training and development support
● Career growth opportunities
● Professional work environment
Work Details
Working Days: Monday to Saturday
Job Location: Andheri ORB
Job Time: 9:30 AM to 6:30 PM
We are hiring for HR recruiter at Bechnaseekho.com. This is a full-time role based in Gurgaon, suited for junior candidates who can take ownership from day one.
What you'll do
- Own daily execution for hr recruiter responsibilities.
- Work with cross-functional teams to deliver clear, reliable outcomes.
- Communicate progress, risks, and next steps proactively.
What we're looking for
- Hands-on experience with Recruitment, Onboarding, Employee Relations, ATS Tools.
- Comfortable working in a hybrid setup.
- Qualification: Any Graduate.
Category: Other
Work mode: Hybrid
Qualification: Any Graduate
Openings: 2
Application deadline: 2026-11-23
Role Overview
We are looking for a results-driven Team Leader to manage a loan sales team, improve productivity, and achieve assigned sales and disbursal targets. The role involves overseeing daily sales activities, tracking customer applications, resolving processing issues, and coaching executives while maintaining high standards of customer service and ethical selling.
Key Responsibilities
Team Management & Target Achievement
Assign daily calling, application login, and disbursal targets to each Sales Executive.
Conduct morning meetings to communicate priorities, review pending cases, and assess previous-day performance.
Monitor calling activity, follow-up quality, customer responses, and lead conversion.
Track individual and team performance against daily and monthly targets.
Monitor attendance, punctuality, and work discipline.
Sales Pipeline & Application Management
Maintain each executive’s sales pipeline across all stages: Lead → Interested → Documents → Login → Approval → Disbursal.
Guide the team on Personal Loan and Overdraft eligibility criteria, product features, and documentation requirements.
Coordinate with internal teams and banks/NBFCs to resolve pending documentation, application login issues, and processing delays.
Review rejected, delayed, and high-potential cases to identify appropriate next steps.
Track approved applications through disbursal and ensure timely customer follow-ups.
Training & Performance Improvement
Coach executives on product knowledge, calling scripts, customer communication, and objection handling.
Identify performance gaps and implement structured improvement plans.
Provide regular feedback to improve lead qualification, documentation accuracy, and conversion rates.
Share effective sales practices and support executives in handling complex customer queries.
Reporting & Accountability
Prepare and submit accurate daily reports covering:
Total leads assigned and calls completed.
Interested customers and follow-up activity.
Documents received and applications logged in.
Approvals, rejections, and disbursals.
Total disbursal amount against assigned targets.
Pending cases, rejection reasons, and the next day’s action plan.
Customer Service & Compliance
Ensure the team communicates interest rates, charges, tenure, eligibility, and product terms accurately.
Prevent misleading offers, unauthorized commitments, and mis-selling.
Address customer complaints promptly and escalate issues where required.
Maintain customer data confidentiality and ensure adherence to company policies.
Authority & Decision-Making
Allocate, prioritize, and review the team’s daily work.
Recommend leave approvals, incentives, salary-related matters, and disciplinary action in accordance with company approval policies.
Escalate operational issues and decisions requiring management approval.
Required Skills & Competencies
Strong team leadership, coaching, and performance-management skills.
Knowledge of Personal Loans, Overdraft products, and bank/NBFC processing requirements.
Ability to manage sales pipelines and resolve application-related issues.
Effective communication, problem-solving, and objection-handling skills.
Proficiency in CRM tools, Google Sheets, or Microsoft Excel.
Strong reporting accuracy, follow-up discipline, and target orientation.
Key Performance Indicators (KPIs)
Team achievement of monthly sales and disbursal targets.
Individual executive productivity and target achievement.
Lead-to-login and approval-to-disbursal conversion rates.
Application quality and resolution of pending cases.
Improvement in underperforming executives.
Timeliness and accuracy of management reporting.
Customer complaint handling and adherence to company policies.
Role Overview
We are looking for a customer-focused Loan Sales Executive to connect with prospective customers, understand their financial requirements, and explain suitable Personal Loan and Overdraft (OD) products. The role involves managing company-provided leads, coordinating documentation, and following eligible applications through approval and disbursal.
Key Responsibilities
Contact company-provided leads promptly and identify customers’ borrowing requirements.
Assess preliminary eligibility by understanding the customer’s salary, employer profile, existing EMIs, and required loan amount.
Explain product features, eligibility criteria, interest rates, applicable charges, repayment tenure, and terms accurately.
Obtain customer consent and collect the documents required for application processing.
Review customer details and documents for completeness before submitting applications for login.
Maintain regular follow-ups with customers throughout the application process.
Coordinate with internal teams and banks/NBFCs to resolve documentation queries and pending requirements.
Track application approvals and coordinate the disbursal process.
Maintain accurate lead, application, and disbursal records in the CRM or designated Google Sheet.
Attend daily team meetings and submit end-of-day progress reports to the Team Leader.
Work towards assigned sales and disbursal targets while maintaining service quality.
Customer Service & Professional Standards
Communicate professionally and provide clear, accurate product information.
Make approval or disbursal commitments only after official confirmation from the relevant lender.
Handle customer documents and personal information securely, following company procedures.
Avoid misleading offers, false commitments, and unauthorized cashback promises.
Ensure customer consent is obtained before proceeding with the application.
Required Skills & Competencies
Strong verbal communication and telephone sales skills.
Ability to understand customer requirements and explain financial products clearly.
Consistent follow-up, negotiation, and relationship-management skills.
Attention to detail in documentation and data entry.
Basic proficiency in CRM tools, Google Sheets, or Microsoft Excel.
Ability to manage multiple leads and work towards sales targets.
Knowledge of Personal Loans, OD products, and bank/NBFC processes is an advantage.
Key Performance Indicators (KPIs)
Calling productivity and lead conversion.
Number of qualified leads and eligible applications submitted.
Approval-to-disbursal conversion rate.
Total disbursal amount against assigned targets.
Timeliness and quality of customer follow-ups.
Documentation completeness and reporting accuracy.
Customer feedback and adherence to professional standards.