Field Sales Officer Business Loan
Field Sales Officer Business Loan
Posted on :
20-12-2024
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1 Vacancy
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Job Description
Overview
The Field Sales Officer (Business Loan) plays a crucial role in the organization by driving the sales of business loan products to potential clients. This position involves engaging with small and mediumsized enterprises understanding their financial needs and providing tailored solutions that align with their business goals. As a Field Sales Officer you will be responsible for generating leads establishing relationships and converting prospects into loyal clients. This role is vital for the growth of our business loan segment as it directly impacts revenue generation and client satisfaction. Successful candidates will leverage their sales skills and market knowledge to penetrate new markets while also nurturing existing client relationships. A proactive and resultsoriented approach is essential along with the ability to work independently in the field. You will collaborate closely with marketing and credit teams to ensure that customer needs are met effectively. This position offers a dynamic work environment where achievements are recognized and rewarded making it ideal for motivated individuals looking to excel in their sales careers.
Key Responsibilities
- Identify and target potential clients for business loans.
- Conduct market research to stay updated on trends and competitor offerings.
- Build and maintain strong relationships with clients to encourage repeat business.
- Present business loan products to potential clients understanding their financial needs.
- Prepare and deliver sales presentations proposals and quotes to clients.
- Negotiate loan terms with clients to achieve mutually beneficial agreements.
- Follow up with leads through calls emails and inperson meetings.
- Work closely with the credit department to ensure timely loan approval processes.
- Achieve monthly and quarterly sales targets as set by management.
- Maintain a detailed record of sales activities client interactions and market feedback.
- Provide exceptional customer service to ensure client satisfaction.
- Assist clients in the compilation of loan documents and applications.
- Participate in trade shows and networking events to promote services.
- Analyze clients financial situations to offer customized financing options.
- Report on sales metrics and provide feedback on market conditions.
Required Qualifications
- Bachelors degree in finance business administration or related field.
- Proven experience in field sales preferably in financial services.
- Strong understanding of business loan products and financing solutions.
- Excellent verbal and written communication skills.
- Demonstrated ability to close sales and meet targets.
- Proficient in using CRM software and Microsoft Office Suite.
- Ability to analyze financial documents and client needs.
- Strong negotiation and interpersonal skills.
- Willingness to travel frequently within the assigned territory.
- Selfmotivated with a resultsoriented approach.
- Ability to work independently in a fastpaced environment.
- Understanding of local market conditions and client demographics.
- Sales training or certifications will be an advantage.
- Proven track record of maintaining longterm client relationships.
- Ability to work collaboratively with internal teams.
- Strong organizational skills and attention to detail.
business loans,field sales,client relationship management,analytical skills,adaptability,time management,interpersonal skills,customer service,sales presentations,market knowledge,loan,sales,organizational skills,negotiation,market research,financial analysis,microsoft office suite,team collaboration,crm software,negotiation skills
Employment Type
Full Time
Key Skills
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