Pre-Sales Executive

# Job Description – Loan Sales Executive (Field Sales)

Company: Freecharge

Position: Loan Sales Executive – Field Sales

Department: Sales

Employment Type: Full-Time

## Job Summary

Freecharge is looking for dynamic and result-oriented Loan Sales Executives to drive sales of financial products including Home Loans, Business Loans, and Personal Loans. The ideal candidate should be passionate about field sales, customer acquisition, relationship management, and achieving sales targets.

## Key Roles & Responsibilities

• Generate new business opportunities through field visits, referrals, and local market activities.

Promote and sell •Home Loans, Business Loans, and Personal Loans•• to prospective customers.

• Identify customer financial requirements and recommend suitable loan products.

• Build and maintain strong relationships with customers, builders, channel partners, DSAs, and local business owners.

• Conduct customer meetings, explain product features, eligibility criteria, interest rates, and documentation requirements.

• Collect and verify customer documents to ensure smooth loan processing.

• Coordinate with the internal credit and operations teams for timely loan approvals and disbursements.

• Follow up with customers throughout the loan application process until successful disbursement.

• Achieve monthly sales targets and contribute to business growth.

• Generate leads through cold calling, field visits, networking, and referrals.

• Maintain accurate records of leads, customer interactions, and sales activities in the CRM system.

• Stay updated on competitor offerings and market trends to identify new business opportunities.

• Ensure compliance with company policies and regulatory guidelines during customer acquisition.

## Required Skills

• Strong communication and interpersonal skills.

• Excellent sales and negotiation abilities.

• Customer-focused approach with relationship-building skills.

• Ability to work independently and achieve sales targets.

• Good knowledge of Home Loan, Business Loan, and Personal Loan products.

• Familiarity with local markets and field sales activities.

• Basic computer knowledge and CRM handling.

## Eligibility

• Graduate in any discipline (preferred).

Minimum •1–3 years•• of experience in Loan Sales, BFSI, NBFC, Banking, or Financial Services.

• Freshers with strong sales aptitude may also be considered.

• Two-wheeler and a valid driving license are preferred.

• Willingness to travel extensively for field sales activities.

## Key Performance Indicators (KPIs)

• Monthly loan disbursement targets.

• Number of customer acquisitions.

• Lead conversion ratio.

• Business generated through referrals and channel partners.

• Customer satisfaction and retention.

## Compensation & Benefits

• Fixed Salary + Attractive Performance Incentives.

• Travel Allowance (as per company policy).

• Career growth opportunities within the organization.

• Training and continuous learning support.

• Employee recognition and reward programs.

• It is a Full Time Field Sales job for candidates with 1 - 6+ years Experience.