Key Responsibilities

Business Development
Identify and acquire recent customers through field visits, referrals, networking, and direct marketing activities.
Promote and sell Unsecured Loan products as per company guidelines.
Generate leads through various channels and convert them into business opportunities.
Conduct market mapping and competitor analysis to identify potential customer segments.
Develop and maintain solid customer relationships to ensure repeat business and referrals.

Sales & Target Achievement
Achieve monthly, quarterly, and annual business targets.
Maintain productivity metrics including lead generation, customer meetings, and loan disbursements.
Ensure quality sourcing within defined risk and compliance parameters.
Regularly update sales activities and customer interactions in company systems.





Documentation & Process Management
Collect and verify customer documents required for loan processing.
Coordinate with Credit, Operations, and Underwriting teams for smooth application processing.
Ensure complete and accurate documentation before submission.
Follow up on loan applications until disbursement.
Adhere to all regulatory, compliance, and company policies.

Customer Service
Explain product features, eligibility criteria, interest rates, and repayment terms to customers.
Address customer queries and provide prompt resolutions.
Build long-term customer relationships to enhance business growth.

📌 Walk In Field Sales Executive Indore
🏢 Chola
📍 Indore