Field Sales Executive
18 hours ago
Visit shop to shop and any individual for Loan application and apply for loan on field.
Field Visits: Visit shops, small businesses, and individuals to promote and explain loan products.
Lead Generation: Identify potential customers interested in personal, business, or consumer loans.
Customer Interaction: Explain loan eligibility, terms, documentation, interest rates, and repayment procedures clearly.
Document Collection: Collect and verify necessary KYC and financial documents from applicants.
Application Processing: Assist customers in filling out loan applications accurately and submit them for approval.
Verification Support: Coordinate with the credit or verification team for address, income, and business verifications.
Relationship Management: Maintain healthy relationships with existing and potential customers for repeat business.
Target Achievement: Meet daily, weekly, or monthly loan application and disbursement targets.
Market Awareness: Stay informed about competitor loan products, rates, and market trends.
Reporting: Update daily field visit reports, lead status, and application tracking in the system or CRM.
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