Sales Officer - Home loans Field Sales

We are looking for a high-energy sales officer to accelerate our retail (Home Loans, LAP,

Personal Loans) and MSME lending portfolios. In this role, you will act as a driving force for

business acquisition through a dual-growth strategy: establishing an elite network of

independent loan agents, financial connectors, and Chartered Accountants (CAs), while

simultaneously engaging direct clients to capture high-intent loan requirements By

different methods from lead generation ,cold calling to making conversions.You will

manage the entire deal lifecycle—from initial market sourcing and financial document

curation to aggressively navigating files through banking channels—ensuring seamless,

fast-tracked execution from login to final loan disbursement.

Key Responsibilities

Client Profiling & Financial Consultation: Pitch the right loan product to the customer

based on their financial needs, check basic eligibility parameters (income, property type,

salary structure), and handle initial rate-of-interest objections.

Frictionless Document Collection: Drive the quick collection of full document kits from the

customer (KYC, Income Tax Returns, salary slips, property papers, and 12-month bank

statements).

End-to-End File Ownership (Login to Disbursement): Own the entire file lifecycle. Log the

documents into our system, collaborate with back-end/lender teams to resolve credit

queries, clear legal/technical property checks, and push until the money is disbursed to

the customer's account.

B2B Network Expansion :Aggressively map, cold-call, and meet independent loan agents,

freelance connectors, and Chartered Accountants (CAs) to pitch our fintech platform and

onboard them into our network.

Lead Generation via Partners: Drive your onboarded DSA/CA network to actively submit

high-quality retail and MSME customer leads into our pipeline.

Cold Calling & Active Lead Generation: Outbound cold-calling from databases, open

market sourcing, and following up on raw digital leads to identify customers looking for HL,

LAP, or PL.

End-to-End File Ownership (Login to Disbursement): Once a partner submits a customer

lead, you own the entire lifecycle. You must ensure the customer's full document kit is

collected, logged correctly into the system, and tracked daily.

Sales Conversion Hustle: Actively coordinate between the partner bank/NBFC credit

managers, the DSA, and the end customer to resolve document queries, clear bottlenecks,

and push the file until the loan is successfully disbursed.

DSA & Connector Network Expansion

1. Channel Acquisition & Onboarding

Network Sourcing: Actively scout, pitch, and onboard new Direct Selling Agents (DSAs),

sub-DSAs, property dealers/real estate brokers, Chartered Accountants (CAs), and

independent financial advisors into the partner network.

Tier-2 & Local Connectors: Build an ecosystem of informal "Connectors" (local

influencers, insurance agents, builder sales teams) who can route high-ticket HL & LAP

leads.

Pay: ₹200,000.00 - ₹400,000.00 per year

Benefits:

Cell phone reimbursement

Internet reimbursement Work

Location: In person

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