Sales Specialist - Field

We are hiring a Sales Specialist - Field for one of our reputed clients in the financial services sector. This is an excellent opportunity to work with a growing financial services organization backed by a strong ecosystem of 60+ Partner Banks & NBFCs, 150+ Financial Advisors, and 500+ Happy Customers, offering a professional environment, market exposure, and strong growth opportunities. The ideal candidate should have strong field sales, lead generation, B2B/business development, and client acquisition experience, preferably with exposure to business loans, SME/MSME finance, working capital, or related financial products.

Role & responsibilities

• Generate new business through field sales and lead generation activities.
• Visit SMEs, traders, business owners, and individual customers to identify financing needs.
• Promote and sell Business Loans, Loan Against Property (LAP), Working Capital
• Finance, Home Loans, Personal Loans, and other lending products.
• Build and maintain referral networks with Chartered Accountants, Builders, Real Estate Consultants, Auto Dealers, and other channel partners.
• Collect customer documents and coordinate with the internal team for smooth loan processing.
• Develop long-term relationships with customers and referral partners.
• Achieve monthly sales, lead conversion, and loan disbursement targets.
• Stay updated on market trends and competitor offerings

Preferred candidate profile

• 5 to 12 years of experience in Field Sales within Banking, NBFC, BFSI, or Financial Services.
• Proven experience in selling Business Loans, LAP, Working Capital, Home Loans, Personal Loans, Mortgage Loans, or SME Loans.
• Strong network-building and customer acquisition skills.
• Excellent communication, negotiation, and relationship management abilities.
• Self-motivated, target-driven, and willing to travel for field sales.
• Two-wheeler and a valid driving license are mandatory.