Akanksha Singh

About the role

SALES EXECUTIVE - LOAN ADVISOR Job Title: Loan Advisor Sales Executive Location: Venture X, SCO 389-390, Sector 29, Gurugram, Haryana Industry: BFSI / Lending / Financial Services Experience: 1–3 Years Employment Type: Full-time About ExtendX ExtendX is a dynamic debt-syndication and lending advisory firm based in Sector 29, Gurugram. We partner with a broad network of banks and NBFCs to help business owners, founders, and entrepreneurs access tailored credit solutions. Rather than selling a single bank's financial product, we act as trusted advisors analyzing client requirements, comparing multi-lender options, and securing optimal financing terms across the complete credit ecosystem. Key Responsibilities ● Lead Generation & Qualification: Proactively identify, generate, and qualify prospective leads for Business Loans, Working Capital, LAP, Personal Loans, and other credit products. ● Consultative Client Advisory: Evaluate prospective clients' business health, financials, and funding needs to advise them on suitable loan structures, lenders, interest rates, tenure, and repayment options. ● End-to-End Deal Execution: Own the complete sales cycle from initial contact and presentation to document collection, sanction, and final loan disbursement. ● Lender & Internal Coordination: Work directly with partner banks, NBFCs, and internal credit/operations teams to ensure smooth case processing and fast turnarounds. ● Pipeline & Relationship Management: Build lasting relationships with clients, business owners, and referral partners while consistently meeting monthly disbursement and revenue targets. Who We’re Looking For ● Experience: 1–3 years of sales or business development experience in BFSI, lending, fintech, corporate/SME sales, or DSA networks. ● Proactive Sales Instinct: Demonstrated track record in lead generation, client negotiation, and closing deal pipelines independently. ● Consultative Communication: Strong interpersonal skills with the confidence to conduct high-level discussions with business owners and decision-makers. ● Product & Financial Literacy: Familiarity with loan products and basic financial documents (P&L, Balance Sheets, Bank Statements). ● Drive & Mobility: Self-motivated, target-driven mindset, and willingness to travel across Delhi-NCR for client meetings when required.

Key Skills