Key Responsibilities

- Identify and enroll eligible customers for microfinance loan products.
- Conduct field visits to villages, communities, and business locations to generate leads.
- Explain loan schemes, eligibility criteria, repayment terms, and other financial products to prospective customers.
- Organize group meetings and customer awareness programs.
- Verify customer information and assist in loan application processing.
- Collect and maintain accurate customer documentation.
- Build strong relationships with borrowers and community leaders.
- Monitor loan utilization and ensure compliance with company policies.
- Follow up with customers for timely EMI and loan repayments.
- Achieve monthly sales and collection targets.
- Prepare daily, weekly, and monthly field activity reports.
- Support recovery activities for overdue accounts when required.

Required Qualifications

- Intermediate / Graduation in any discipline.
- Prior experience in microfinance, banking, NBFC, insurance, or field sales is preferred.




- Freshers with robust communication and fieldwork interest may also apply.
- Basic knowledge of financial products and lending practices.

Required Skills

- Excellent communication and interpersonal skills.
- Strong sales and negotiation abilities.
- Customer relationship management skills.
- Ability to work independently in field environments.
- Basic computer and mobile application proficiency.
- Local language proficiency.
- Problem-solving and analytical skills.

Key Performance Indicators (KPIs)

- Number of new customers acquired.
- Loan disbursement volume achieved.
- Portfolio quality and repayment performance.
- Collection efficiency.
- Customer retention and satisfaction.
- Achievement of sales targets.

Job Type: Full-time

Pay: ₹10,031.59 - ₹13,000.00 per month

Benefits:

- Health insurance
- Provident Fund

Work Location: In person

📌 Field Executive (India)
🏢 Pragati Finserv
📍 India