Loan Sales Executive - Financial Services & Housing Loans

Join YK Unite Point Agency as a Loan Sales Executive and play a pivotal role in driving financial growth by promoting tailored housing loan solutions to clients in Bali’s dynamic market. This is a unique opportunity to leverage your sales expertise in the banking and financial services industry, particularly in housing loans. As part of our dedicated team in Badung, Bali, you will work closely with clients, understanding their financial needs and presenting the most suitable loan products from our esteemed partner banks.

In this role, you will be responsible for identifying potential clients, conducting market research, and building strong relationships with clients to ensure their financial goals are met. You will use tools like CRM systems, Excel, and PowerPoint to manage your sales pipeline and present your findings effectively. With your strong communication skills and deep understanding of the financial products, you will be a key player in helping clients secure the best housing loan solutions in Bali.

📋 Tanggung Jawab Pekerjaan

• Identify and approach potential clients to promote housing loan solutions.
• Conduct market research to understand client financial needs and tailor loan products accordingly.
• Build and maintain strong client relationships to ensure satisfaction and loyalty.
• Use CRM systems, Excel, and PowerPoint to manage sales pipelines and present findings.
• Collaborate with the sales team to achieve monthly and quarterly targets.
• Provide excellent customer service and support to clients throughout the loan application process.
• Stay updated with industry trends and new loan products to offer the best solutions to clients.
• Participate in team meetings and training sessions to enhance sales skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Business Administration, Finance, or related field.
• Minimum 3 years of experience in sales, particularly in the banking and financial services industry.
• Proficient in using CRM systems, Excel, and PowerPoint.
• Strong communication and negotiation skills.
• Excellent interpersonal and customer service skills.
• Knowledge of housing loan products and financial services is a plus.
• Ability to work independently and as part of a team.
• Fluent in English and Bahasa Indonesia.

🛠️ Keahlian

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