Senior Field Sales Executive

Job Title:

Field Sales Executive – Retail Loans

Job Purpose:

The Field Sales Executive is responsible for acquiring new customers and generating business for various loan products such as Personal Loans, Business Loans, Home Loans, Loan Against Property (LAP), and Balance Transfers. This will be done primarily through field activities including cold calling, referral calling, networking, and relationship building with potential customers in the open market.

Key Responsibilities:

1. Lead Generation & Prospecting:

   • Identify and approach prospective customers through cold calls, market visits, reference generation, and networking.

   • Work on self-sourced leads from the open market, including direct sales to individuals and small businesses.

   • Build a pipeline of high-quality prospects and ensure consistent conversion.

2. Sales & Business Development:

   • Promote and explain different loan products (Personal Loan, Home Loan, Business Loan, LAP, Balance Transfer).

   • Evaluate the financial needs of customers and suggest suitable loan products.

   • Achieve assigned monthly/quarterly sales targets for different loan products.

3. Customer Interaction & Relationship Management:

   • Conduct personal meetings with customers to collect documents and explain process details.

   • Maintain strong relationships with customers to ensure referrals and repeat business.

   • Provide excellent after-sales service and maintain high customer satisfaction.

4. Documentation & Coordination:

   • Collect and verify customer KYC and financial documents for loan processing.

   • Ensure completeness of application forms and supporting documents.

   • Coordinate with internal credit, operations, and backend teams for smooth disbursement of loans.

5. Market Intelligence & Reporting:

   • Track competitor activities, schemes, and market trends to identify new business opportunities.

   • Submit daily reports on leads generated, meetings conducted, and conversions achieved.

   • Provide feedback to management for product and process improvements.

Required Skills & Competencies:

• Strong communication, negotiation, and presentation skills.

• Ability to do cold calling and field sales independently.

• Basic knowledge of retail loan products (PL, BL, HL, LAP, Balance Transfers).

• Basic understanding of credit assessment and financial documents.

• Self-motivated, target-oriented, and able to work under pressure.

• Comfortable with field work and local market travel.

Educational Qualification:

• Minimum: Higher secondary

Experience:

• 1 to 3 years of experience in direct sales/loan sales/field sales.

• Freshers with strong communication and sales aptitude can also apply.

• Prior experience in BFSI (Banking, Financial Services, Insurance) sector is an added advantage.

• It is a Full Time Field Sales job for candidates with 6 months - 3 years of experience.

More about this Senior Field Sales Executive job

1. What is the eligibility criteria to apply for this Senior Field Sales Executive job?
   Ans: The candidate should be 12th Pass and above and above with 6 months - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹38000 per month + Incentives that depends on your interview. It's a Full Time job in Kolkata.
3. How many working days are there for this Senior Field Sales Executive job?
   Ans: This Senior Field Sales Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Senior Field Sales Executive job?
   Ans: No, there is no fee applicable for applying this Senior Field Sales Executive job and during the employment with the company, i.e., SAR SOLUTIONS.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Senior Field Sales Executive role?
   Ans: There is an immediate opening of 15 Senior Field Sales Executive at SAR SOLUTIONS
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Senior Field Sales Executive job?
   Ans: This Senior Field Sales Executive job has 10:00 दोपहर - 06:00 शाम timing.