Sales Officer - Two Wheeler

Lead Generation & Client Acquisition

• Identify potential customers through field visits, referrals, and local campaigns

• Generate leads from dealerships, service centers, and open market

• Build relationships with two-wheeler dealers for consistent lead flow

Customer Interaction & Sales Pitch

• Explain loan features, eligibility criteria, interest rates, and repayment terms

• Assist customers with documentation and application process

• Provide customized loan solutions based on customer needs

Sales Target Achievement

• Meet monthly and quarterly loan disbursement targets

• Ensure timely closure of leads and follow-ups

• Maintain daily visit and conversion reports

Dealer & DSA Coordination

• Collaborate with Direct Selling Agents (DSAs) and dealerships

• Retain and grow dealer relationships to boost sales

• Resolve dealer/customer queries promptly

Documentation & Compliance

• Collect and verify customer documents (KYC, income proof, etc.)

• Coordinate with credit and operations teams for loan processing

• Ensure adherence to NBFC policies and regulatory norms

Reporting & CRM Updates

• Maintain accurate records of sales activities

• Update CRM systems with lead status and customer interactions

• Share market feedback and competitor insights with management