Field Sales Executive

Job Summary

Manage assigned education-institute relationships and generate business by building strong stakeholder relationships, creating student-financing opportunities, driving applications through the funnel, and ensuring a smooth journey from lead generation to disbursement

Key Responsibilities

• Manage relationships with assigned colleges, universities, coaching institutes, and education partners.
• Conduct regular institute visits and engage with admission teams, counsellors, finance teams, and other stakeholders.
• Generate student-financing leads through assigned institutes and on-ground activities.
• Explain Propelld's relevant financing products, process, documentation requirements, and customer journey to institute stakeholders.
• Drive leads through login, approval, and disbursement stages.
• Follow up on pending applications and coordinate with internal teams to resolve process or documentation issues.
• Maintain a healthy sales pipeline and ensure timely follow-up on leads and applications.
• Identify opportunities to improve productivity of existing institutes.
• Support onboarding and activation of new institute partnerships.
• Coordinate with Credit, Operations, RCU, Product, Customer Support, Collections, and other teams as required.
• Maintain accurate daily MIS, institute-wise performance tracking, and pipeline updates.
• Share market and competitor insights with the reporting manager.
• Follow all company policies, compliance requirements, process controls, and responsible sales practices

Key Performance Indicators (KPIs)

• Leads generated
• Login volume
• Approval volume/rate
• Disbursement value and volume
• Lead-to-login and login-to-disbursement conversion
• Active institute count and productivity
• Follow-up and pipeline discipline
• Portfolio quality / cancellation and early-delinquency indicators as applicable

Experience & Qualifications

• Graduate/MBA or equivalent qualification.
• Typically 13 years of relevant sales, relationship management, business development, fintech, NBFC, BFSI, or education-sector experience.
• Freshers with strong communication and field-sales aptitude may be considered based on business requirements.

Key Skills & Competencies

• Relationship management

• Business development and sales execution

• Field sales and stakeholder engagement

• Communication and negotiation

• Follow-up and pipeline management

• Basic Excel/MIS skills

• Customer-centric approach and ownership