sales manager

Greytip Software Private Limited; Salem (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

Optimo is seeking a motivated Sales Manager to drive loan sales and support regional growth in the assigned area. You will source new customers, present LAP loan products, and guide applicants through onboarding.

Responsibilities include meeting targets, visiting clients, collecting documents, coordinating with credit and operations, and building relationships with local channels while ensuring compliance with company policies.

Qualifications

• 1–3 years of experience in field sales (financial services or NBFCs preferred).
• Good communication and interpersonal skills.
• Willingness to travel locally and work in a target-driven environment.

Responsibilities

• Source new customers for LAP loan products (Loan Against Property).
• Meet monthly and quarterly targets for loan disbursements.
• Conduct field visits and customer meetings to explain loan products.
• Collect and verify documents required for loan processing.
• Coordinate with credit and operations teams for timely processing.
• Maintain strong follow-up with customers to ensure conversion.
• Build and maintain relationships with local channels and influencers.
• Ensure adherence to company policies, compliance, and regulatory guidelines.

Skills

Field sales

Communication skills

Interpersonal skills

Travel willingness

Job description

Optimo, founded by Mr. Prashant Pitti (Co-founder of EaseMyTrip), is transforming the landscape of business financing with India’s first fully digital Loan Against Property (LAP) solution.

Our innovative platform empowers business owners to easily share their business details, property location, and documents online, streamlining the loan process for faster approvals and disbursals.

Driven by a bold vision, Optimo aims to become the preferred financing partner for small businesses across industries—enabling them with easy, accessible, and hassle-free credit solutions to fuel their growth.

Job Summary:

We are looking for a motivated and customer-focused Sales Manager to drive loan sales and support business growth in the assigned region. The Sales Officer will be responsible for sourcing customers, explaining product offerings, and ensuring smooth onboarding.

Key Responsibilities:

• Source new customers for our loan products (LAP-Loan against Property).
• Meet assigned monthly and quarterly targets for loan disbursements.
• Conduct field visits and customer meetings to explain loan products and eligibility criteria.
• Collect and verify documents required for loan processing.
• Coordinate with the credit and operations team for timely processing and disbursement.
• Maintain strong follow-up with customers to ensure conversion and post-disbursal service.
• Build and maintain relationships with local channels and influencers to generate leads.
• Ensure adherence to company policies, compliance, and regulatory guidelines.

Key Requirements:

• 1–3 years of experience in field sales, preferably in financial services or NBFCs.
• Good communication and interpersonal skills.
• Willingness to travel locally and work in a target-driven environment.
• Basic knowledge of loan products and documentation processes is an advantage