Field Sales Officer

Sales Officer – Roles & Responsibilities

1.⁠ ⁠On-Site Sales (Saturday & Sunday Mandatory):

• Attend the project/site every Saturday and Sunday without fail.
• Handle walk-in customers, explain product.

2.⁠ ⁠Customer Visits (Weekdays):

• Meet potential and existing customers at their homes, offices, or preferred locations.
• Provide product information, collect documents, and support them throughout the sales process.
• Initiate and complete the login process after receiving all necessary customer details.

3.⁠ ⁠Bank Branch Visits (Weekdays):

• Regularly follow up with multiple banks and customers to track case progress.
• Coordinate with internal teams to ensure timely and accurate case submissions.
• Coordinate with bank representatives to address queries, provide clarifications, and manage sanction-related requirements.
• Sanction & Disbursement Handling
• Monitor the end-to-end progress of each case from login to sanction.
• Ensure smooth execution of disbursement procedures post-sanction approval.

4.⁠ ⁠Lead Management:

• Follow up on all inquiries promptly through calls, messages, and visits.
• Maintain proper records of leads, customer interactions, and conversions.

5.⁠ ⁠Sales Targets & Reporting:

• Achieve monthly and quarterly sales targets.
• Prepare daily/weekly reports and update on progress.

6.⁠ ⁠Customer Support & Documentation:

• Assist customers with application forms, documentation, and loan procedures.
• Follow up with customers to collect required details and documents.
• Verify the completeness and accuracy of information before initiating the login process.

• Ensure smooth end-to-end sales experience.

Job Type: Full-time

Pay: ₹16,000.00 - ₹18,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• Back office co-ordinator : 2 years (Preferred)

Language:

• Marathi (Preferred)

Location:

• Pune H.O, Pune, Maharashtra (Preferred)

Work Location: In person