Field Officer ( Loan )

We are seeking an enthusiastic and dynamic Loan Sales Officer to join our team. The successful candidate will be responsible for promoting and selling various loan products, including Agri-based Loans, Housing Loans, SME Loans, and other financial products. The role requires strong client relationship skills, sales acumen, and a comprehensive understanding of the loan products.

Key Responsibilities

• Identify potential customers for various loan products (Agriculture, Housing, SME, etc.)
• Identification and onboarding of BD’s ( Business dealers) who will help they to generate the leads.
• Conduct field visits, client meetings, and loan presentations to prospective clients.
• Explain loan features, benefits, and eligibility criteria to clients.
• Assist clients with loan applications and documentation processes.
• Coordinate with credit and operations teams for smooth loan processing and disbursal.
• Achieve assigned sales targets for loan products.
• Maintain and update customer databases and records.
• Build and maintain strong relationships with clients to ensure repeat business and referrals.
• Stay updated on industry trends, competitor products, and market opportunities.
• Ensure compliance with internal policies and regulatory requirements.

Qualifications and Skills

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Proven experience in loan sales (Agri-based Loans, Housing Loans, SME Loans preferred).
• Strong sales and negotiation skills with a target-driven mindset.
• Excellent communication and interpersonal skills.
• Knowledge of loan products, eligibility criteria, and documentation processes.
• Ability to work independently and manage multiple client relationships.

Preferred

• Experience with NBFCs, banks, or microfinance institutions.
• Knowledge of local markets and customer base.

Job Types: Full-time, Permanent

Pay: ₹16,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Work Location: In person

Speak with the employer
+91 9380494630