Job Role

- Field Sales Specialist

- Handle field sales and business development activities for various loan and financial products.

- Acquire new customers through field visits, lead generation, referrals, and direct sales.

- Meet SMEs, traders, business owners, and individual customers to understand their financing requirements.

- Promote and sell secured and unsecured loan products.

- Build strong relationships with customers and referral partners.

- Coordinate with internal teams for smooth loan processing and disbursement.

- Achieve monthly sales, lead conversion, and loan disbursement targets.

- Stay updated on market trends, competitor offerings, and financial products.

Key Responsibilities

Field Sales &

- Customer Acquisition:

- Generate new business through field sales and lead-generation activities.

- Conduct regular field visits to meet potential customers.

- Visit SMEs, traders, business owners, and individual customers.

- Identify customers' financial and loan requirements.

- Acquire new customers and convert qualified leads into business.

Loan Sales

- Promote and sell Business Loans.

- Sell Loan Against Property (LAP).

- Handle Working Capital Finance sales.

- Promote Home Loans.

- Sell Personal Loans.

- Handle Mortgage Loans and SME Loans.

- Explain suitable loan products to customers based on their requirements.

Relationship &

- Channel Management

- Build and maintain long-term relationships with customers.

- Develop referral networks with Chartered Accountants, builders, real estate consultants, auto dealers, and other channel partners.

- Maintain strong relationships with referral partners to generate regular leads.

- Expand the customer and business network within the assigned market.

Loan Processing &

- Documentation

- Collect required customer documents.

- Verify and organize customer documentation.

- Coordinate with internal teams for smooth loan processing.

- Follow up on applications until loan approval and disbursement.

- Ensure proper coordination between customers, channel partners,



and internal teams.

Target Achievement

- Achieve monthly sales targets.

- Meet lead-generation and conversion targets.

- Achieve assigned loan disbursement targets.

- Maintain consistent sales performance and business development activities.

Market &

- Competitor Analysis

- Stay updated on market trends.

- Monitor competitor loan products and offerings.

- Understand changes in customer requirements and lending opportunities.

- Identify new business opportunities in the assigned market.

Experience

Required Skills &

- Qualifications:

- Years of experience in Field Sales.

- Experience in Banking, NBFC, BFSI, or Financial Services is required.

- Proven experience in loan sales and customer acquisition.

Loan Product Knowledge

- Business Loans.

- SME Loans.

- Loan Against Property (LAP).

- Working Capital Finance.

- Home Loans.

- Personal Loans.

- Mortgage Loans.

Sales &

- Communication Skills

- Strong customer acquisition skills.

- Excellent communication skills.

- Robust negotiation skills.

- Good relationship management abilities.

- Strong network-building skills.

- Target-oriented approach.

- Self-motivated and proactive attitude.

Vehicle &

- License

- Two-wheeler is mandatory.

- Valid driving license is mandatory.

- Willingness to travel for field sales is required.

Preferred Experience

- Candidates with experience in Business Loan, SME Loan, or LAP sales are highly preferred.

- Candidates from Banks, NBFCs, Loan Distribution Companies (DSAs), or Fintech Lending organizations are encouraged to apply.

Joining Preference

- Immediate joiners are preferred.

- Candidates with a notice period of up to 15 days may also be considered.

Who Should Apply

- Candidates with strong experience in banking, NBFC, BFSI, or financial-services field sales.

- Professionals who have an established network among SMEs, business owners, traders, or channel partners.

- Candidates who are comfortable with frequent field visits and customer meetings.

- Individuals with proven experience in loan sales, customer acquisition, and achieving disbursement targets.

📌 Sales Specialist - Field (Ahmedabad)
🏢 JobTrade
📍 Ahmedabad