Welcome to RKPF

Position:

Sales Executive

Location:

Mumbai

Experience Required:

3 years of sales experience in NBFCs, banks, or financial services preferred.

About the Role:

We are seeking a motivated and results-driven Sales Executive to join our growing team. The ideal candidate will be responsible for sourcing new clients, promoting loan products (such as LAP, business loans, and term loans), and driving revenue growth through strong customer relationships and market insight.

Key Responsibilities:
  • LAP Sourcing Expertise – Proven ability to acquire high-ticket LAP customer
  • Credit Understanding – knowledge of financials and property documents.
  • Customer Relations – Strong communication and negotiation skills.
  • Market Penetration – Experience across metro and Tier 2 markets.
  • Target Achievement – Consistently meets or exceeds sales targets.
  • Channel Management – Strong DSA network and relationship-building skills.
  • Compliance Focus – Knowledge of KYC, credit, and regulatory guidelines.
  • Tech Proficiency – Comfortable with CRM tools and digital sales platforms Credit
Roles and responsibilities:
  • Identify and acquire new customers through field visits, referrals, and lead generation.
  • Promote and sell NBFC loan products, focusing on SME clients
  • Understand client financial requirements and recommend suitable loan solutions.
  • Manage end-to-end sales lifecycle: prospecting, pitching, documentation, and follow-up.
  • Build and maintain long-term customer relationships.
  • Collaborate with internal teams to ensure smooth processing and disbursal.
  • Achieve assigned monthly and quarterly sales targets.
  • Stay updated with market trends, competitor offerings, and regulatory guidelines.
Skills and experience
  • Bachelor’s degree required; Master’s degree in Business, Finance, Marketing, or a related field is preferred.
  • 3 years of sales experience in NBFCs, banks, or financial services preferred.
  • Strong understanding of loan products (especially LAP and business loans).
  • Excellent communication, negotiation, and interpersonal skills.
  • Goal-oriented, self-motivated, and proactivein client engagement.
  • Proficiency in CRM tools and MS Office isrequired.

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