Sales Team Leader – Loan Industry
Location: Andheri
Job Summary:
We are seeking a proactive and performance-oriented Sales Team Leader with strong
experience in the loan and DSA (Direct Selling Agent) ecosystem. This role involves
leading a team of loan sales executives to meet sales targets through DSAs and direct
sourcing. The ideal candidate must have hands-on experience in the loans industry, a
strong understanding of credit and documentation, and the ability to drive high-
performing sales strategies. The Sales Team Leader will also be responsible for
coaching the team, maintaining compliance, and achieving monthly business goals.
Key Responsibilities:
A. Team Leadership & Target Achievement
- Lead and supervise a team of sales executives across loan products (Personal,
Business, Home Loans, etc.).
- Set and monitor individual and team sales targets.
- Motivate and guide the team toward consistent achievement of targets and
productivity.
B. Channel & DSA Management• Source business through DSA channels, referrals
- Build and maintain strong relationships with DSAs and other sales partners.
- Ensure proper onboarding and training of new DSAs and agents.
C. Sales Execution & Customer Management
- Guide the team through the sales process – from lead generation to file login and
disbursal.
- Resolve escalations and ensure smooth customer experience throughout the
loan lifecycle.
- Support in documentation and KYC collection processes.
D. Reporting & Coordination
- Monitor and review daily sales activities, pipeline status, and lead conversions.
- Prepare MIS reports and daily dashboards for internal tracking and review.
- Coordinate with internal teams (Operations, Credit, and Disbursement) for
smooth process flow.
Required Skills & Qualifications:
• Experience: Minimum 2–4 years in loan sales with strong exposure to DSA
models
- Proven experience in products like Personal Loans, Business Loans, or Home Loans
- Strong communication, leadership, and field sales skills
- Basic understanding of credit processes and financial documentation
- Comfortable with achieving aggressive monthly sales targets
Shubham Vishwakarma
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