Field Sales Executive

2 weeks ago

Sodala Jaipur Rajasthan, India Vastu Housing Finance Full time

Key Responsibilities: Customer Acquisition & Business Development - Identify and generate leads through catchment area activities, door-to-door marketing, field surveys, referral networks. - Conduct cold calls and follow up on prospective customers. - Participate in loan melas, market activation events, and field campaigns to promote home loans, Loan Against Property (LAP), and SME loans. - Educate potential customers on loan offerings, eligibility, repayment structure, and benefits. Loan Processing Support - Assist in collecting KYC and income documents from customers. - Coordinate with credit and operations teams to track the progress of files. - Follow up on post-sanction requirements of disbursements, documentation and customer queries. Reporting & Documentation - Maintain accurate customer records and update CRM or sales tracking tools. - Submit daily MIS reports on leads generated, calls made, meetings attended, and file status. - Ensure adherence to internal processes, audit norms, and compliance standards. Customer Service & Retention - Build rapport and maintain strong customer relationships. - Provide after-sales support by addressing queries, helping with repayment schedules, or assisting in documentation-related issues. Training & Development - Understand system, process, technology and complete loan cycle and functions of the support department for smooth upskilling. - Maximum participation in all the trainings assigned and conducted. **Job Types**: Full-time, Fresher Pay: ₹10,000.00 - ₹15,000.00 per month Schedule: - Day shift **Language**: - Hindi (preferred) Work Location: In person

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