Field sales officer _ Business Loans

Department:

Job Summary:

Field Sales Officer

Key Responsibilities:

• Identify, acquire, and onboard new SME customers for business loans through field visits and cold calling.

• Build relationships with clients by understanding their financial needs and offering suitable loan products.

• Ensure complete documentation and compliance as per internal and regulatory guidelines.

• Meet monthly sales targets and contribute to overall team performance.

• Generate leads through market mapping, local references, and networking.

• Coordinate with internal teams (credit, operations, collections) for smooth loan processing.

• Maintain regular follow-up with clients to ensure high-quality service and repeat business.

Required Skills & Qualifications:

• Undergraduate or any graduate

• Min 1 year of experience in field sales, preferably in financial services or NBFCs/Banks.

• Strong communication, negotiation, and interpersonal skills.

• Sound understanding of SME financing and local market dynamics.

• Ability to work independently and manage sales targets.

• Must know the Local language : Kannada 

Preferred Qualifications:

• Experience in selling unsecured or secured business loans.

• Familiarity with KYC norms and loan documentation.

• Knowledge of local language(s) is a plus.

Compensation & Benefits:

• Salary:

• Travel allowance/reimbursements as per company policy

• Provident Fund, ESIC, and other statutory benefits

• Incentive schemes and rewards for high performers

• Career growth opportunities within the sales and credit teams

Work Environment:

• Role involves extensive fieldwork and client visits

• Must be willing to travel locally/regionally as needed