Field Loan Sales Executive Jobs Opening in A Leading Company at Jubilee Hills, Hyderabad
Job Description
Position Summary
A Field Loan Sales Executive is responsible for sourcing potential customers, promoting loan products (such as personal loans, business loans, home loans, and vehicle loans), and converting leads into successful disbursements through direct field visits. This role involves actively approaching individuals, small businesses, or organizations in designated geographic areas, understanding their financial needs, and offering tailored loan solutions.
The Field Loan Sales Executive plays a crucial role in expanding the customer base and driving revenue growth for financial institutions, NBFCs (Non-Banking Financial Companies), or fintech companies. This position suits individuals who are self-driven, persuasive, customer-oriented, and willing to work in dynamic outdoor environments.
Key Responsibilities
1. Lead Generation and Client Acquisition
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Identify potential customers through cold calls, referrals, field visits, community engagement, and promotional campaigns.
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Visit residential areas, markets, offices, and small businesses to generate interest in the company’s loan products.
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Maintain a strong pipeline of prospects by consistently sourcing new leads from the field.
2. Product Promotion and Sales
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Explain the features, benefits, terms, and eligibility criteria of various loan products, including:
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Personal loans
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Business loans
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Home loans
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Loan against property (LAP)
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Vehicle or auto loans
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Recommend suitable loan products based on the customer’s financial profile, repayment capacity, and needs.
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Assist customers in comparing options and making informed decisions.
3. Application Support and Documentation
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Help customers fill out loan application forms accurately and completely.
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Collect necessary documents such as ID proof, address proof, income statements, business registration, etc.
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Ensure all customer data and documents are submitted to the back-office team or uploaded into CRM/loan management systems in a timely manner.
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Follow up with clients to provide updates on application status, approvals, or additional document requests.
4. Relationship Management
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Build long-term relationships with clients by providing quality service and financial advice.
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Act as the primary contact for clients during the loan application and disbursement process.
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Handle post-sale queries and maintain regular communication with borrowers to encourage repeat business and cross-selling.
5. Sales Target Achievement
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Meet or exceed monthly sales targets set by the branch or regional manager.
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Track daily activity (calls, visits, applications submitted, approvals) and report progress to supervisors.
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Work collaboratively with tele-calling teams, relationship managers, or field agents to optimize conversion rates.
6. Market Research and Feedback
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Stay informed about competitor loan products, interest rates, and customer preferences in the local market.
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Share market intelligence and feedback with internal teams to improve offerings and customer experience.
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Suggest improvements in outreach strategies based on customer response and behavior.
7. Compliance and Ethics
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Ensure that all loan sales are conducted in accordance with regulatory guidelines and company policies.
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Maintain confidentiality of customer data and financial information.
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Avoid mis-selling or promising terms that are not part of the company’s offerings.
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Report any suspicious or fraudulent activity to the relevant department immediately.
More information about this Field Loan Sales Executive Job
Please go through the below FAQs to get all answers related to the given Field Loan Sales Executive job
- What are the job requirements to apply for this Field Loan Sales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Field Loan Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, B.Com, BA, BBA/BBM, Other Graduate
- What are the salary requirements for this job?
- Ans: The salary range is between 20000 and 40000 Monthly. The Salary will depend on the interview. This Field Loan Sales Executive is a Full Time in Hyderabad.
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Field Loan Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Field Loan Sales Executive position?
- Ans: There are immediate 1 job openings for Field Loan Sales Executive in our Organisation.
Job Particulars
About Company
Hyderabad 
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BBA/BBM, MBA/PGDM(Marketing, Marketing and Business Analytics, Marketing and Logistics & Supply Chain Management), Master in Marketing
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B.Com, BBA/BBM, MBA/PGDM, Master in Marketing
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Hyderabad, Delhi, Bangalore, Mumbai, Pune
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BBA/BBM
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0.6 to 3 Years
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LLM, B.Arch, Certificate Course (ITI), Diploma, M Phil / Ph.D, B.Com, B.Pharm, BA, M.Arch, M.Com, M.Pharm, MA, BBA/BBM, BCA, BDS, BE/B.Tech, MBA/PGDM, BEd, BHM, BSc, MCA, MD, MDS, ME/M.Tech, BVSc, CA, CS, ICWA, LLB, MBBS, MEd, MHM, MS, MSc, MSW, PG Diploma, 10th Pass (SSC), 12th Pass (HSE), No Education/Schooling, Upto 9th Std, Vocational Training, B.Design, B.FashionTech, BFA, BAMS, BHMS, MVSc, B.P.Ed, MPEd, B.F.Sc(Fisheries), M.F.Sc(Fisheries), BSW, Other Graduate, Other Post Graduate
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B.Com, BA, BCA, BE/B.Tech, BSc
Hyderabad, Bangalore, Chennai
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B.Com, BA, BBA/BBM
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Diploma, B.Com, BA, BBA/BBM, 12th Pass (HSE)
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B.Com, BA, BBA/BBM, 12th Pass (HSE), Other Graduate
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B.Com, B.Pharm, BBA/BBM, BSc
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1 to 3+ Years
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B.Com, BE/B.Tech, BSc
Hyderabad
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B.Com, BA, BBA/BBM, BCA, BE/B.Tech, BSc, CS
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1 to 2 Years
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BBA/BBM, MBA/PGDM(Digital Business, Digital Marketing, Marketing and Entrepreneurship & New Venture Creation)
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B.Arch, B.Com, BA, BBA/BBM, BE/B.Tech
Hyderabad
1 to 3+ Years
Salary not disclosed
Diploma, B.Com, BBA/BBM, 12th Pass (HSE) 
