Field Sales Executive

3 days ago

Chaiteshwar Mahadev Ahmedabad, India Orion Financial Consultants Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Lead Generation & Sourcing: Actively source new business customers, primarily small and medium enterprises (SMEs), in the assigned territory for working capital loan products (e.g., business loans, cash credit, overdraft, invoice discounting).

Client Meetings: Conduct in-person meetings with business owners and their representatives to understand their financial requirements and assess their suitability for a loan.

Relationship Building: Develop and maintain strong, long-term relationships with clients to ensure customer satisfaction and encourage repeat business and referrals.

Inquiry Resolution: Act as the primary point of contact for clients, resolving their queries regarding the loan application, documentation, and disbursal process.

Document Collection & Scrutiny: Collect and ensure the accuracy and completeness of required documents, such as financial statements, bank statements, business registration papers, and KYC documents.

Essential Skills

  • Sales Acumen: Strong negotiation, persuasion, and sales closing skills.
  • Communication: Excellent verbal and written communication skills in both English and the local language.
  • Relationship Management: Ability to build trust and rapport quickly with business owners.
  • Time Management & Organization: Ability to work independently, manage a pipeline of leads, and prioritize field visits efficiently.
  • Financial Knowledge: Basic understanding of working capital finance, financial statements (P&L, Balance Sheet), and business cash flows.
  • Education: Bachelor's degree in Business, Commerce, Finance, Marketing, or a related field (or equivalent experience).
  • Experience: Proven experience in field sales, preferably in financial services, banking, or non-banking financial companies (NBFCs), particularly in lending.
  • Other: A valid driving license, helmet and willingness to travel extensively within the assigned geography.

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