We are hiring a Sales Specialist - Field for one of our reputed clients in the financial services sector. This is an excellent opportunity to work with a growing financial services organization backed by a strong ecosystem of 60+ Partner Banks & NBFCs, 150+ Financial Advisors, and 500+ Happy Customers, offering a professional environment, market exposure, and strong growth opportunities. The ideal candidate should have robust field sales, lead generation, B2B/business development, and client acquisition experience, preferably with exposure to business loans, SME/MSME finance, working capital, or related financial products.

Role & responsibilities
- Generate new business through field sales and lead generation activities.
- Visit SMEs, traders, business owners, and individual customers to identify financing needs.
- Promote and sell Business Loans, Loan Against Property (LAP), Working Capital
- Finance, Home Loans, Personal Loans, and other lending products.
- Build and maintain referral networks with Chartered Accountants, Builders,



Real Estate Consultants, Auto Dealers, and other channel partners.
- Collect customer documents and coordinate with the internal team for smooth loan processing.
- Develop long-term relationships with customers and referral partners.
- Achieve monthly sales, lead conversion, and loan disbursement targets.
- Stay updated on market trends and competitor offerings

Preferred candidate profile
- 5 to 12 years of experience in Field Sales within Banking, NBFC, BFSI, or Financial Services.
- Proven experience in selling Business Loans, LAP, Working Capital, Home Loans, Personal Loans, Mortgage Loans, or SME Loans.
- Strong network-building and customer acquisition skills.
- Excellent communication, negotiation, and relationship management abilities.
- Self-motivated, target-driven, and willing to travel for field sales.
- Two-wheeler and a valid driving license are mandatory.

📌 Sales Specialist (Ahmedabad)
🏢 CareVance Global
📍 Ahmedabad