DST Executive – Business Loans

Reporting To

Sales Manager / Area Sales Manager

Roles & Responsibilities

Sales & Business Development

Source new customers for business loans through field visits, references, cold calling, and market activities.

Generate leads from CA networks, DSA channels, local markets, and existing customers.

Explain loan products, eligibility, interest rates, and documentation requirements to customers.

Achieve monthly and quarterly sales targets.

Customer Acquisition

Identify eligible self-employed and business customers.

Conduct basic customer profiling and financial assessment.

Collect and verify customer documents.

Relationship Management

Maintain relationships with customers for repeat business and referrals.

Coordinate with credit, operations, and login teams for faster processing.

Ensure customer satisfaction during the loan journey.

Documentation & Process

Ensure proper KYC and income documents are collected.





Maintain accurate sales records and pipeline updates.

Follow company compliance and policy guidelines.

Market Intelligence

Track competitor products, pricing, and market trends.

Identify recent business opportunities in the assigned territory.

Skills & Qualifications

Educational Qualification

Graduate in any stream preferred

MBA/PGDM in Marketing or Finance is an advantage

Experience

Fresher or 1–5 years in:

Business loans

LAP

SME finance

Banking sales

NBFC sales

Field sales

Required Skills

Strong communication and negotiation skills

Sales and lead generation ability

Knowledge of business loan products

Understanding of basic financial documents

Customer handling and relationship management

Ability to work under sales targets

Field sales and local market networking.

📌 Sales Executive (Raigarh)
🏢 L&T FINANCE
📍 Raigarh