About HealthEasy EMI

HealthEasy EMI is a digital healthcare financing and patient engagement platform that helps patients

access affordable medical treatment through healthcare financing solutions, appointment booking,

teleconsultation, and ambulance services.

We are looking for a proactive and customer-focused Hospital Sales Executive to work at partner

hospitals, assist patients with medical loan applications, coordinate loan disbursements with lending

partners, and build strong relationships with hospital management and staff.

Key Responsibilities

1. Patient Guidance & Loan Assistance

- Guide patients and their families regarding available medical EMI and healthcare financing

options.

- Explain the loan application process, eligibility criteria, required documents, repayment terms,

and applicable charges.

- Assist patients in completing loan applications and submitting the necessary documentation.
- Coordinate with lending partners and their teams to facilitate application processing, approval,

and disbursement.

- Follow up on pending applications and ensure timely resolution of patient queries.
- Help patients understand the disbursement process and coordinate with the hospital billing

department for payment confirmation.

- Maintain a professional, transparent, and patient-friendly approach throughout the process.

2. Hospital Relationship Management

- Maintain strong working relationships with hospital management, doctors, billing teams,

front-office staff, and patient coordinators.

- Act as the primary point of contact for HealthEasy EMI at the assigned hospital.
- Conduct regular meetings with hospital stakeholders to promote healthcare financing

solutions.

- Train hospital staff on the HealthEasy EMI application process and patient referral procedure.
- Identify opportunities to increase patient awareness, loan applications, and successful

disbursements.

- Address hospital-related operational concerns and coordinate with the internal team for timely

resolution.

3. Sales & Business Development





- Drive medical loan applications and successful disbursements from the assigned hospital.
- Achieve monthly targets for qualified leads, loan applications, approvals, and disbursements.
- Identify patients who may benefit from medical financing and explain suitable options without

pressuring them to borrow.

- Promote HealthEasy EMI services within the hospital through approved promotional activities

and patient awareness initiatives.

- Develop new hospital contacts and support the expansion of HealthEasy EMI's hospital

network when required.

- Monitor lead conversion, application status, approval rates, and disbursement performance.

4. Field Visits & Travel

- Travel regularly to assigned hospitals, clinics, and healthcare facilities.
- Visit hospital departments and meet relevant staff to improve patient referrals and service

awareness.

- Conduct follow-up visits to partner hospitals and assist with operational requirements.
- Travel within the assigned territory for hospital meetings, onboarding support, and business

development activities.

- Submit daily visit reports and maintain accurate records of field activities.

5. Reporting & Documentation

- Maintain records of patient enquiries, leads, loan applications, approvals, and disbursements.
- Update the CRM or company reporting system regularly.
- Prepare daily activity reports and periodic performance updates for the reporting manager.
- Ensure patient documents and personal information are handled securely and only through

approved channels.

- Follow company policies, lending partner guidelines, and applicable compliance

requirements.

Required Skills & Qualifications





- Graduate in any discipline; a degree or diploma in business, sales, or healthcare

management is preferred.

- 1-3 years of experience in field sales, hospital sales, healthcare financing, banking, NBFCs,

insurance, or financial services is preferred.

- Strong communication, interpersonal, and relationship-management skills.
- Ability to explain financial products and processes in simple, clear language.
- Good negotiation, follow-up, and problem-solving skills.
- Comfortable with fieldwork, regular travel, and hospital-based sales activities.
- Basic computer skills, including Excel, email, CRM, and mobile applications.
- Ability to work independently and achieve defined sales targets.
- Knowledge of the local language and English/Hindi is preferred.

Key Performance Indicators (KPIs)

Performance will be measured against the following parameters:

1. Number of patient leads generated and counselled.

2. Number of completed loan applications.

3. Loan approval-to-disbursement conversion rate.

4. Total loan disbursement value and achievement of monthly targets.

5. Turnaround time for application follow-ups and issue resolution.

6. Hospital relationship quality and engagement with hospital staff.

7. Patient experience and service quality.

8. Accuracy of reporting and documentation.

9. Number of effective hospital visits and field activities.

10. Compliance with company policies and lending partner procedures.

Preferred Candidate Profile

The ideal candidate is energetic, field-oriented, target-driven, and comfortable interacting with

patients, hospital staff, and management. Candidates with experience in medical loans, personal

loans, healthcare sales, hospital coordination, banking, NBFCs, or insurance sales will have an added

advantage.

Compensation & Benefits

- Performance-based incentives linked to defined business targets.
- Travel reimbursement as per company policy.
- Prospect to grow with an expanding digital healthcare and medical financing business.

📌 Hospital Sales Executive (Pimpri-Chinchwad)
🏢 Coaims
📍 Pimpri-Chinchwad