Field Sales Executive

Key Responsibilities: Customer Acquisition & Business Development > Identify and generate leads through catchment area activities, door-to-door marketing, field surveys, referral networks. > Conduct cold calls and follow up on prospective customers. > Participate in loan melas, market activation events, and field campaigns to promote home loans, Loan Against Property (LAP), and SME loans. > Educate potential customers on loan offerings, eligibility, repayment structure, and benefits. Loan Processing Support > Assist in collecting KYC and income documents from customers. > Help complete loan applications and ensure accuracy of data entry. > Coordinate with credit and operations teams to track the progress of files. > Follow up on post-sanction requirements of disbursements, documentation and customer queries. Reporting & Documentation > Maintain accurate customer records and update CRM or sales tracking tools. > Submit daily MIS reports on leads generated, calls made, meetings attended, and file status. > Ensure adherence to internal processes, audit norms, and compliance standards. Customer Service & Retention > Build rapport and maintain strong customer relationships. > Provide after-sales support by addressing queries, helping with repayment schedules, or assisting in documentation-related issues. Training & Development > Understand system, process, technology and complete loan cycle and functions of the support department for smooth upskilling. > Maximum participation in all the trainings assigned and conducted. Eligibility: > 12th pass, graduates or final-year student awaiting results > Freshers or candidates up to 1 year of field sales experience > Willingness to travel locally for customer meetings > Two wheeler