Lead and mentor a team of field sales executives to achieve individual and team sales targets within the assigned territory.
Develop and execute territory-specific sales strategies aligned with organizational goals and market dynamics.
Conduct regular field visits to client locations, financial institutions, and partner networks to drive product penetration and client acquisition.
Manage end-to-end sales cycles for banking products including Business Loans (BL), Personal Loans (PL), and Loan Against Property (LAP), ensuring accurate documentation and compliance.
Collaborate with credit, operations, and finance teams to ensure timely loan processing, documentation verification, and disbursement.
Identify and pursue new business opportunities through market research, client referrals, and strategic partnerships.
Maintain detailed records of client interactions, sales pipelines, and performance metrics using CRM tools.
Deliver regular performance reports and insights to senior management on sales trends, market feedback, and competitive analysis.
Conduct training sessions and onboarding for new field sales personnel to ensure consistency in product knowledge and sales execution.
Ensure adherence to regulatory guidelines, internal policies, and KYC/AML compliance during all customer interactions and documentation processes.
Requirements
Bachelor’s degree in Finance, Commerce, Business Administration, or a related field; MBA in Marketing or Sales is a plus.
Minimum 5 years of progressive experience in field sales within the financial services or banking industry.
Proven track record of exceeding sales targets in loan product sales (BL, PL, LAP) with strong knowledge of credit assessment and documentation.
In-depth understanding of banking operations, financial product structuring, and compliance protocols.
Exceptional customer handling and relationship management skills with a consultative sales approach.
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