· Lead Generation: Identify and generate leads through various channels such as central inbound and outbound leads, referrals, agents and direct outreach.

· Customer Engagement: Approach potential customers to discuss their financing needs and present suitable product options.

· Product Knowledge: Maintain a thorough understanding of the financial products & services, including but not limited to interest rates, terms, and eligibility criteria for multiple segments in line with defined product policy [Unsecured (Doctor/CA/Lawyer) & Secured segments]. Provide timely and accurate information on products, pricing, and promotions to customers.

· Sales Process Management: Guide customers through the entire sales process, including application, documentation,



verification of documentation and approval (from login to disbursement). Collaborate with internal teams to address customer inquiries and resolve issues in a timely manner.

· Provide support to customers & agents throughout the sales process, including loan processing and after-sales service.

· Relationship Building: Develop and maintain relationships with customers to ensure high levels of satisfaction and potential for future business.

· Regularly communicate with agents to understand their needs, concerns, and sales objectives.

📌 Field Sales Executive (Chandigarh)
🏢 Viyukti Group
📍 Chandigarh