Field Sales Executive

SUMMARY - Hardcore Field sales job - Visit the market, search for potential leads, close deals, and generate sales

Job Responsibilities:-

• Generate Business through DSAs, Channel Partners, CAs, Property Consultants, Builders, and Direct Clients.
• Conduct regular visits to DSAs, Clients, CA Firms, Market Associations, Industrial Areas, and Business Establishments.
• Develop and maintain strong relationships with existing DSAs and referral partners.
• Identify and onboard new DSAs, Agents, and Referral Associates.
• Source Business Loan, MSME Loan, CC Limit, LAP, Home Loan, Project Finance, and other loan proposals.
• Explain loan products, eligibility criteria, and bank policies to clients.
• Collect customer documents and ensure complete file submission.
• Coordinate with Telecallers, Credit Team, and Operations Team for smooth processing.
• Follow up with customers for pending documents and requirements.
• Maintain daily visit reports, DSA meeting reports, and business pipeline MIS.
• Achieve monthly business sourcing and revenue targets.
• Attend training sessions and implement company sales strategies.
• Maintain professional relationships with Bank Managers and Branch Officials.
• Represent Loan Experts India in the market and promote company services.

KPI:

• Number of DSA Visits
• Number of New DSA Onboarding
• Client Meetings Conducted
• Files Logged In
• Business Generated
• Revenue Generated
• Monthly Target Achievement