Field Sales Executive

Sourcing Identify and acquire new MSME customers through DSA and through your own data base / references. Also work on converting existing data base of customers for loan renewals. • File Login & Application Processing Collect accurate customer documentation and ensure timely login of loan applications. Guide customers through eligibility and documentation, ensuring compliance with internal policies. • Cross-functional Collaboration Coordinate with Credit, Risk, Operations, for smooth file processing and issue resolution. Act as the single point of contact for internal follow-ups and ensure end-to-end loan application execution. • Disbursement & post-sales follow-Up Track loan application status and facilitate timely disbursement by resolving process delays. Explain disbursement terms and support clients with post-loan queries and servicing needs. • Relationship Building & Client Retention Build strong client relationships to drive repeat business, referrals, and long-term loyalty. Maintain regular client engagement to understand evolving needs and offer tailored financial solutions Qualifications & Experience: Educational Background CAM/Sr.CAM Graduate/ Postgraduate in Commerce, Science, or any related field (mandatory). Experience Requirements 1 to 5 years of experience in a Bank, NBFC, or Insurance company, preferably through DSA sourcing model Prior experience in selling unsecured business loans is a pre-requisite . We are also open to candidates working for LAP , working capital funding , Home loans . Key Skills & Competencies: Strong local market knowledge and merchant network. Good understanding of loan products, customer needs, and financial documentation. Target-oriented, self-motivated, and team player with strong execution ability. Excellent communication and interpersonal skills. Demonstrated ability to perform effectively under pressure while consistently achieving monthly targets. • Ability and competency to work in the field/marketplace in the neighborhood lending model. Performance Metrics: • Achievement of monthly and quarterly disbursement targets. Number of new DSA addition. Candidates joining for renewal business will be measured on percentage conversion on the assigned pool of customer.