Profile Name : Field Sales Officer (Loans & Financial Services)

Department : Sales & Business Development

Salary : 17,000 to 25,000 / Month

Working Hours : 10:00 A.M. to 6:00 P.M.

Priority given to candidates from:

CASA, Insurance, Banking, Loans, Demat etc.

1 to 3 Years (Freshers with strong sales aptitude may also apply)

Knowledge of banking processes, underwriting, and loan documentation.

Job Roles & Responsibilities :

Lead Generation & Business Development

- Generate new business leads through field visits, referrals, market surveys, corporate tie-ups, builders, property dealers, chartered accountants, DSAs, and local networking.
- Identify prospective customers requiring financial products.
- Conduct door-to-door business development and promotional activities within the assigned territory.
- Build a strong pipeline of qualified loan prospects.
- Filed Visits and Tele Sales.

Product Portfolio

- All Types of Loans (Home Loans, Loan Against Property (LAP) , Personal Loans, Business Loans, Working Capital Loans, MSME Loans, Car Loans, Gold Loans) , Project Finance, Insurance Products, Investment Products, Any other banking and financial products offered by the company, etc.

Client Meetings & Relationship Management

- Conduct customer meetings to understand financial requirements.
- Explain suitable loan products, eligibility criteria, interest rates, and repayment options.
- Build long-term relationships with customers and referral partners.
- Ensure excellent customer experience throughout the loan process.

Field Activities

- Conduct regular market visits.
- Meet builders, brokers,



dealers, business owners, and corporate clients.
- Organize local marketing campaigns and promotional activities.
- Participate in branch-level business development initiatives.

Daily Reporting

- Submit Daily Sales Reports (DSR).
- Maintain accurate lead and customer records.
- Update CRM and MIS regularly.
- Report business progress to the Senior Branch Manager.

Revenue & Target Responsibilities The Field Sales Officer will be responsible for achieving assigned monthly business and revenue targets through quality customer acquisition and successful loan disbursements.

Key expectations include

- Achieve monthly lead generation targets.
- Achieve monthly loan sourcing targets.
- Meet monthly loan disbursement goals.
- Generate consistent monthly revenue for the company.
- Maintain healthy conversion ratios.
- Ensure repeat business and referral generation.

Requirements:

- Two Wheeler is Mandatory. (Paid Fuel by Company)
- Smartphone Mandatory.
- Willingness to travel extensively within the assigned territory.
- Good knowledge of the local market and geography.

Why Join Us?
- Attractive Salary + Uncapped Incentives.
- Performance-based growth opportunities.
- Opportunity to work with multiple leading Banks & NBFCs.
- Career progression into Senior Sales Manager and Branch Manager roles.
- Comprehensive training and career development.
- Dynamic and growth-oriented work environment.

Job Type: Full-time Pay: ₹17,000.00 - ₹25,000.00 per month

Benefits

- Internet reimbursement
- Paid time off

Work Location: In person

📌 Field Sales Officer (Golf City)
🏢 Oikoshreem Infratech
📍 Golf City