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 solid 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 recent 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: ₹11,031.59 - ₹14,500.00 per month

Benefits:
Health insurance
Provident Fund

Work Location: In person

📌 Field Executive Tamil Nadu
🏢 Pragati Finserv
📍 Tamil Nadu