Field Sales Executive

Key Responsibilities:

1.

Sales & Business Development:

Generate

and close home loan sales through direct marketing and referrals.

Meet

monthly and quarterly sales targets for home loan products.

Build

and maintain relationships with builders, real estate agents, and other

stakeholders to generate leads.

Prospect

potential customers through various channels, including tele-calling,

customer visits, and online lead generation.

2.

Customer Relationship Management:

Build

and maintain strong relationships with customers from the initial inquiry to

loan disbursement.

Provide

excellent customer service and ensure all queries are addressed promptly.

Educate

customers on loan products, interest rates, and the application process.

3.

Loan Process Management:

Assist

customers in completing loan applications and gathering necessary

documentation.

Coordinate

with the credit team to ensure timely processing and approval of home loan

applications.

Track

the loan application status and ensure smooth disbursement by working with

relevant teams.

4.

Market Knowledge:

Keep

up-to-date with market trends, product offerings, and competitor activities.

Provide

valuable insights and feedback to the sales team and product heads regarding

market conditions and customer preferences.

5.

Documentation & Compliance:

Ensure

proper documentation and KYC (Know Your Customer) compliance.

Follow

up on loan documentation and ensure all documentation is complete and

accurate for successful loan approval.

6.

Reporting & Analytics:

Maintain

and report daily, weekly, and monthly sales progress.

Track

individual performance against targets and ensure alignment with

organizational goals.

Analyze

customer feedback and provide insights for product development.

Skills and Qualifications:

Educational

Qualification: Graduate/Postgraduate in any discipline. A

background in finance or sales is preferred.

Experience:

Minimum

2-3 years of experience in sales, preferably in home loans.

Experience

in handling direct sales and achieving sales targets.

Key

Skills:

Excellent

communication and interpersonal skills.

Strong

negotiation and persuasion abilities.

Ability

to work independently and as part of a team.

Basic

knowledge of the home loan market, interest rates, and financial regulations.

Technical

Skills:

Proficiency

in MS Office and CRM tools.

Knowledge

of loan processing software and customer management tools is a plus.

Personal Attributes:

Self-motivated

with a drive to meet sales targets.

Goal-oriented

with a customer-first approach.

Ability

to work in a fast-paced and dynamic environment.

Strong

problem-solving skills and attention to detail.

Work Environment:

Full-time

role with flexibility in working hours.

Combination

of in-office and field work (customer meetings and site visits).