Sales Executive (Salary Loan / Wealth Management)

Scope and Impact

• The candidate will be tasked with the responsibility of selling various loan products.
• He / She will act as liaison between customers and our financial institution and will help qualified applicants acquire loans in a timely manner.

Job Summary

• The Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions (loans and investments).
• He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.

Duties and Responsibilities

• Evaluate credit worthiness by processing loan applications and documentation within specified limits.
• Interview applicants to determine financial eligibility and feasibility of granting loans.
• Determine all applicable ratios and metrics and set up debt payment plans.
• Communicate with clients either to request or to provide information.
• Justify decisions (approvals/rejections) and report on them.
• Complete loan contracts and counsel clients on policies and restrictions.
• Review loan agreements to ensure that they are complete and accurate according to policy.
• Update account records, Compute payment schedules and transactions on ERP.
• Confer with underwriters to aid in resolving loan application problems.
• Update job knowledge on types of loans and other financial services.
• Assess customer needs, explore all options and introduce different types of loans.
• Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas.
• Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process.
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines.
• Deposit mobilization to meet set targets.

Key Performance Indicators

• Meet Set Monthly loan and investment Targets.
• Reduced number of Non-Performing loans.
• Customer retention rate of minimum 90% across loan and investment products.

Requirements

• Candidates should possess a B.Sc Degree in Finance, Economics or a related field.
• Proven working experience as a Loan Officer.
• Familiarity with computers and banking applications / software.
• Solid understanding of direct/indirect lending products and practices.
• Customer satisfaction orientation and sales competencies.
• Ability to work in a goal oriented environment and meet set target.

Salary
N80,000 - N150,000 monthly. 

Application Closing Date
30th July, 2026.

How to Apply
Interested and qualified candidates should send their CV to: View email address on hotnigerianjobs.com using Job Title and Location as the subject of the email.
or
Click here to apply online

Share this job: