Job SummaryThe Field Sales Executive will be responsible for generating personal-loan leads, acquiring new customers, explaining loan products, collecting documents, and coordinating with internal teams until loan approval and disbursement.

- Key ResponsibilitiesGenerate personal-loan leads through field visits, referrals, cold calling, and local market activities.
- Meet prospective customers and understand their financial requirements.
- Explain loan eligibility, features, interest rates, repayment terms, and documentation requirements.
- Acquire new customers and convert leads into loan applications.
- Collect and verify KYC, income, and other required documents.
- Coordinate with credit, operations, and verification teams for smooth processing.
- Follow up with customers from application/login through approval and disbursement.
- Achieve assigned daily, monthly,



and quarterly sales/disbursement targets.
- Build strong customer and referral relationships.
- Maintain accurate records of leads, applications, and follow-ups.
- Follow company policies, compliance requirements, and ethical sales practices.
- Candidate Requirements12th pass / Graduate, depending on company requirements.
- Freshers can apply; experience in personal loans, banking, NBFC, credit cards, insurance, or field sales is an advantage.
- Positive communication and convincing skills.
- Comfortable with field visits and meeting customers.
- Target-oriented and self-motivated.
- Basic smartphone/WhatsApp and documentation skills.
- Two-wheeler and valid driving licence may be preferred for field roles.

📌 Sales Executive (Pune)
🏢 D&D H R Consultancy Services
📍 Pune