Field Sales Business Development Executive

Candidates with experience in any one or more of the following loan products are welcome:

- Personal Loans – For eligible salaried or self-employed customers, subject to lender policy.

- Home Loans – For customers planning to purchase or construct a home.

- Business / MSME Loans – For business expansion and working capital requirements.

- Loan Against Property (LAP) – Loans secured against eligible property.

- Car Loans – Financing for eligible vehicle purchases.

Key Responsibilities

- Identify potential customers through calling, assigned leads, referrals and networking.

- Understand customers’ loan requirements, employment or business profiles and existing financial commitments.

- Explain relevant loan products, basic eligibility criteria, required documents and the application process.

- Clearly communicate lender-provided interest rates, fees and repayment terms without making unsupported promises.

- Follow up with interested customers and help them complete their applications.

- Collect required documents, such as KYC, salary slips, bank statements, ITRs and business documents, where applicable.

- Coordinate with Relationship Managers, processing teams and lending partners to resolve application queries.

- Track applications from initial enquiry through processing and disbursement, keeping customers informed.

- Maintain accurate lead records, follow-up dates and application updates in the CRM or designated tracker.

- Work towards agreed sales targets while maintaining customer service and responsible selling standards.

Required Experience & Skills

- 1–3 years of hands-on experience in loan sales with a bank, NBFC, DSA, loan distributor or financial services company.

- Experience in customer calling, lead generation, follow-ups and sales conversion.

- Working knowledge of at least one of the listed loan products.

- Basic understanding of loan eligibility, credit history, income documents and existing EMI obligations.

- Clear communication skills in Hindi; English communication skills would be an advantage.

- Ability to explain financial products in simple language and handle customer questions professionally.

- Strong follow-up discipline, confidence in customer interactions and ownership of assigned leads.

- Basic computer skills and familiarity with Excel or CRM tools.

- Previous experience serving customers in Noida / Delhi NCR would be an advantage.

• It is a Full Time Field Sales job for candidates with 1 - 2 years of experience.