Field sales (Business Loans)

We are looking for energetic and target-oriented Field Sales Executives to drive business loan sales by acquiring new customers, generating leads, and building relationships with business owners, traders, and small and medium-sized enterprises (SMEs/MSMEs).

The candidate will be responsible for sourcing eligible customers, understanding their financial requirements, and assisting them throughout the loan application process.

• Generate leads through field visits, market mapping, referrals, and direct customer acquisition.

• Identify potential customers such as shop owners, traders, manufacturers, distributors, and MSME business owners.

• Promote business loan products and explain loan eligibility, features, and documentation requirements.

• Conduct regular field visits to acquire new customers and develop business relationships.

• Source applications for secured and unsecured business loans, as applicable.

• Collect and verify customer documents required for loan processing.

• Coordinate with credit, operations, and underwriting teams for application processing and disbursement.

• Follow up with customers to ensure timely completion of loan applications.

• Achieve monthly sales targets for lead generation, loan sourcing, and disbursements.

• Maintain customer records, sales reports, and daily field activity updates.

• Build and maintain relationships with business owners, referral partners, and DSAs.

• Graduate or equivalent qualification preferred.

• Experience in field sales, business loans, SME/MSME loans, NBFC sales, banking sales, or financial services is preferred.

• Freshers with strong communication and sales skills may also be considered, depending on the employer's requirements.

• Good communication, negotiation, and customer-handling skills.

• Willingness to travel within the assigned territory for field sales activities.

• Target-oriented approach with the ability to generate leads and close sales.

• Banks and NBFCs

• Business loan and MSME lending companies

• Loan Against Property (LAP)

• DSA and channel sales

• Working capital and small business finance

• Monthly business loan sourcing and disbursement targets

• New customer acquisition

• Lead conversion ratio

• Quality of loan applications

• Productivity of field visits and follow-ups

Ideal Candidate: A field sales professional with experience in acquiring business customers and sourcing loans from traders, shop owners, self-employed individuals, and MSME businesses.

Interested Candidate can call & drop CV - 7302599924