SUMMARY - Hardcore Field sales job - Visit the market, search for potential leads, close deals, and generate sales

Job Responsibilities:-

- Generate Business through DSAs, Channel Partners, CAs, Property Consultants, Builders, and Direct Clients.
- Conduct regular visits to DSAs, Clients, CA Firms, Market Associations, Industrial Areas, and Business Establishments.
- Develop and maintain strong relationships with existing DSAs and referral partners.
- Identify and onboard current DSAs, Agents, and Referral Associates.
- Source Business Loan, MSME Loan, CC Limit, LAP, Home Loan, Project Finance, and other loan proposals.
- Explain loan products, eligibility criteria, and bank policies to clients.
- Collect customer documents and ensure complete file submission.
- Coordinate with Telecallers, Credit Team,



and Operations Team for smooth processing.
- Follow up with customers for pending documents and requirements.
- Maintain daily visit reports, DSA meeting reports, and business pipeline MIS.
- Achieve monthly business sourcing and revenue targets.
- Attend training sessions and implement company sales strategies.
- Maintain professional relationships with Bank Managers and Branch Officials.
- Represent Loan Experts India in the market and promote company services.

KPI:

- Number of DSA Visits
- Number of New DSA Onboarding
- Client Meetings Conducted
- Files Logged In
- Business Generated
- Revenue Generated
- Monthly Target Achievement

📌 Field Sales Executive (New Delhi)
🏢 Webplus
📍 New Delhi