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Loan Sales Executive Resume format to Download & Edit in Word

Loan Sales Executive Resume format to Download & Edit in Word

Free Resume Format Download – Loan Sales Executive

Free Loan Sales Executive Resume Format is designed for professionals working in banking and financial services. This Resume Sample includes loan sales experience, documentation skills, and customer handling details. The Resume Example shows how to present lending roles in a clear and structured way. This Resume Format is simple and easy to understand. The Resume Template is Free to Download in Word and comes with sample content for quick editing.

This Resume Format is helpful for freshers and experienced candidates. The Resume Template covers home loans, personal loans, and business loans. Users can Download the Resume Format in Word and customize it easily. The Resume Sample and Resume Example are ATS friendly. This helps improve shortlisting chances for loan sales and banking jobs.

Unlike other resume builders, everything here is free, simple, and transparent, helping you focus only on building a strong resume quickly. No signup required and zero download limits. There is no hidden paywalls later. You can create and download your resume instantly without sharing personal details or making payments.

Name: Amit Verma
Job Title: Loan Sales Executive
Contact No: +91 98765 43210
Email ID: amit.verma@example.com
Address: Flat No. 402, LBS Marg, Ghatkopar West, Mumbai, Maharashtra – 400086, India
Date of Birth: 18-June-1990
Gender: Male

Objective
Target-driven Loan Sales Executive with 8 years of experience in retail and SME lending. Seeking to grow loan disbursements through strong customer engagement and reliable financial advisory.

Executive Summary
Experienced Loan Sales Executive specializing in home loans, personal loans, and business loans. Skilled in lead sourcing, documentation, credit coordination, and loan closure. Proven ability to meet monthly targets and maintain long-term customer relationships.

Key Skills

  1. Loan Sales
  2. Lead Generation
  3. Customer Acquisition
  4. Credit Documentation
  5. Bank Coordination
  6. Relationship Management
  7. Field Sales

Employment History

Senior Loan Sales Executive | Axis Finance Ltd., Mumbai | Aug 2019 – Present

  • Generated leads through field visits and referrals.
  • Sold home, personal, and LAP products.
  • Collected and verified customer documents.
  • Coordinated with credit and operations teams.
  • Followed up on approvals and disbursements.
  • Achieved consistent monthly targets.

Loan Sales Executive | HDFC Sales Pvt. Ltd., Mumbai | Jan 2015 – Jul 2019

  • Handled personal and business loan sales.
  • Conducted customer meetings and profiling.
  • Explained loan terms and eligibility clearly.
  • Maintained daily sales MIS reports.
  • Assisted customers during disbursement.
  • Built strong channel partner network.

Education
Bachelor of Business Administration | Mumbai University, Mumbai | 2010 – 2013

License / Certification

  1. Certified Loan Processing Officer
  2. Banking and Finance Sales Certification

Projects
Project 1: SME loan sourcing campaign for local traders.
Project 2: Home loan lead conversion drive with builders.

Key Achievements

  1. Closed over 300 successful loan cases.
  2. Awarded Best Loan Performer for two consecutive years.
  3. Maintained a 95 percent document accuracy rate.

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Features of this Free Resume Format & Template

  • Explanation of Format in Resume template itself.
  • Fully editable Word format (.docx), Clean and professional layout
  • ATS-friendly structure for job portals
  • Easy to customize name, skills, summary, and experience
  • Includes essential resume sections (Summary, Skills, Experience, Education) as an in build guide.

Loan Sales Executive Resume format : Free download

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