Walk-in | Field Sales Executive

Chola; Mumbai; On-site; INR 300,000 - 500,000; Full time

Job summary

Chola in Mumbai seeks a field sales professional to drive growth by securing new customers through field visits, referrals, networking, and direct marketing for unsecured loans. You will hit monthly, quarterly, and annual targets, track leads, meetings, and loan disbursements, and ensure compliant, quality sourcing throughout loan processing.

Responsibilities include collecting documents, coordinating with Credit, Operations, and Underwriting, and delivering excellent customer service to build

Qualifications

• Identify and acquire new customers through field visits, referrals, networking, and direct marketing activities.
• Promote and sell Unsecured Loan products as per company guidelines.
• Generate leads through various channels and convert them into business opportunities.
• Develop and maintain strong customer relationships to ensure repeat business and referrals.
• Achieve monthly, quarterly, and annual business targets.
• Maintain productivity metrics including lead generation, customer meetings, and loan disbursements.
• Ensure quality sourcing within defined risk and compliance parameters.
• Regularly update sales activities and customer interactions in company systems.
• Collect and verify customer documents required for loan processing.
• Coordinate with Credit, Operations, and Underwriting teams for smooth application processing.
• Ensure complete and accurate documentation before submission.
• Follow up on loan applications until disbursement.
• Adhere to all regulatory, compliance, and company policies.
• Explain product features, eligibility criteria, interest rates, and repayment terms to customers.
• Address customer queries and provide prompt resolutions.
• Build long-term customer relationships to enhance business growth.

Responsibilities

• Identify and acquire new customers through field visits, referrals, networking, and direct marketing activities.
• Promote and sell Unsecured Loan products as per company guidelines.
• Generate leads through various channels and convert them into business opportunities.
• Develop and maintain strong customer relationships to ensure repeat business and referrals.
• Achieve monthly, quarterly, and annual business targets.
• Maintain productivity metrics including lead generation, customer meetings, and loan disbursements.
• Ensure quality sourcing within defined risk and compliance parameters.
• Regularly update sales activities and customer interactions in company systems.
• Collect and verify customer documents required for loan processing.
• Coordinate with Credit, Operations, and Underwriting teams for smooth application processing.
• Ensure complete and accurate documentation before submission.
• Follow up on loan applications until disbursement.
• Adhere to all regulatory, compliance, and company policies.
• Explain product features, eligibility criteria, interest rates, and repayment terms to customers.
• Address customer queries and provide prompt resolutions.
• Build long-term customer relationships to enhance business growth.

Job description

Key Responsibilities

Business Development

• Identify and acquire new customers through field visits, referrals, networking, and direct marketing activities.
• Promote and sell Unsecured Loan products as per company guidelines.
• Generate leads through various channels and convert them into business opportunities.
• Conduct market mapping and competitor analysis to identify potential customer segments.
• Develop and maintain strong customer relationships to ensure repeat business and referrals.

Sales & Target Achievement

• Achieve monthly, quarterly, and annual business targets.
• Maintain productivity metrics including lead generation, customer meetings, and loan disbursements.
• Ensure quality sourcing within defined risk and compliance parameters.
• Regularly update sales activities and customer interactions in company systems.

Documentation & Process Management

• Collect and verify customer documents required for loan processing.
• Coordinate with Credit, Operations, and Underwriting teams for smooth application processing.
• Ensure complete and accurate documentation before submission.
• Follow up on loan applications until disbursement.
• Adhere to all regulatory, compliance, and company policies.

Customer Service

• Explain product features, eligibility criteria, interest rates, and repayment terms to customers.
• Address customer queries and provide prompt resolutions.
• Build long-term customer relationships to enhance business growth.