Field Sales Executive at Discoveries quintessential · Chennai, Pune, Nagpur, Mumbai, Hyderabad, Bengaluru (Bangalore) · 1 - 6 years · ₹3L - ₹3.6L / yr · Bootstrapped · Posted 21 Oct 2022
● Generate loan leads from the partnered institutions, open market and through different channels on the field.
● Develop and maintain relationships with partnered institutions and repeat business
and referral/s.
● Arrange and plan events to generate leads, and handle product queries and
service issues in the partnered institutions.
● Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients.
● Ensure the achievement of a given business target in your territory.
Experience: 1year+ in Banking sales such as personal loans, and home loans.

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Generate home loan leads through open market activities.
Build and maintain strong relationships with real estate builders, brokers, and connectors.
Ensure a consistent flow of quality leads through business networking.
Meet prospective customers, understand their financial requirements, and guide them on suitable home loan products.
Coordinate with internal teams and customers to ensure smooth loan processing and timely disbursement.
Achieve monthly sales targets while maintaining high customer satisfaction.
Keep track of market trends and competitor activities.
Are you looking to kick-start your career in the fast-growing Fintech industry?We're looking for energetic, goal-oriented, and customer-focused individuals to join our team as Sales Operations Executives. This is a great opportunity for freshers and early-career professionals who want hands-on exposure to sales, education financing, loan processes, and customer management.
💼 What You'll Do
✅ Connect with prospective customers and understand their financing requirements
✅ Guide customers through the loan/application process
✅ Follow up with leads and drive applications toward successful closure
✅ Coordinate with customers for documentation, KYC, and other requirements
✅ Work closely with internal teams for smooth and timely processing
✅ Maintain accurate lead and application updates
✅ Achieve individual and team targets while delivering a great customer experience
🎯 What We're Looking For
🔹 Freshers or candidates with up to 1 year of experience
🔹 Excellent communication and interpersonal skills
🔹 Confident in speaking with customers over calls
🔹 Goal-oriented with a strong willingness to learn
🔹 Basic knowledge of Excel/Google Sheets is an advantage
🔹 Experience in Fintech, EdTech, Loans, BFSI, or Financial Services is a plus
🔹 Bachelor's degree (any discipline) preferred
🌟 Why Join Us?🚀 Excellent learning and career growth opportunities
💡 Exposure to the fast-growing Fintech ecosystem
🤝 Collaborative and performance-driven work environment
📈 Opportunity to develop strong sales and financial services expertise
Job Title: RM– Loan Against Property
Department: Retail Asset
Role: Relationship Manager
Job Description:
- Acquisitions of business through DSA, CA, connectors, or Direct channel or other open market channel.
- Ensure superior customer service & TAT delivery to end consumer.
- Will be responsible for the cross sell of Bank’s Liability and Revenue products.
- Will be responsible for the Monthly assigned sales targets.
Required Profile:
- Should have 5+ years of experience in overall and minimum 3years in LAP product.
- Prior sales exposure in asset product are a must.
- Job entails understanding of basic financial terminology and application – Balance sheet, P&L
- Channel handling experience
- Job requires good communication and relationship skills.






