Sales – RO / RE – Unsecured Business Loan
Position: Relationship Officer (RO) / Relationship Executive (RE)
Product: Unsecured Business Loan
Function: Sales – Business Loan
Industry: Banking
Job Responsibilities
Generate leads through Client visits, market mapping, references, and direct customer acquisition.
Approach business owners, traders, self-employed professionals, and SMEs for unsecured business loans.
Conduct regular field visits to identify potential customers and business opportunities.
Explain loan products, eligibility, pricing, and documentation requirements to customers.
Collect and verify KYC, financial, and business documents.
Manage the complete sales cycle from lead generation to loan disbursement.
Coordinate with Credit, Operations, and other internal teams for smooth processing.
Maintain regular follow-ups with customers and ensure timely conversion.
Achieve assigned monthly sales, login, and disbursement targets.
Maintain strong relationships with customers and generate repeat/referral business.
Candidate Profile
Graduate preferred.
1–3 years of experience in field sales, preferably in Business Loans, Unsecured Loans, SME/MSME Loans, Personal Loans, or BFSI.
Strong field sales and customer acquisition skills.
Good communication, negotiation, and relationship management abilities.
Target-oriented with willingness to travel within the assigned area.
Two-wheeler and valid driving licence preferred.