Sales Executive

JOB DESCRIPTION – SALES EXECUTIVEBusiness Loan – Lead Generation & Complete Sales Cycle Company: JP Brothers Capital Management Pvt. Ltd.

Designation: Field Sales Executive

Department: Sales

Job Category: Field Sales / Business Loan Sales

Employment Type: Full Time

Shift: Day Shift

Work Type: Field Job

Location: Noida Sector 6, Delhi-NCR

Experience: Minimum 1+ Year

Qualification: Graduate

Age: 18–35 Years

Gender Preference: Male

Languages: Hindi & Basic English

About the RoleJP Brothers Capital Management Pvt. Ltd. is looking for result-oriented Field Sales Executives for Business Loan Sales.

The selected candidate will be responsible for generating business loan leads through field activities and managing the complete sales journey, starting from lead generation and customer acquisition to documentation, login, approval, and final loan disbursement.

The ideal candidate should have strong field sales, customer handling, lead generation, and relationship management skills, with the ability to work independently and achieve monthly sales targets.

• Key Responsibilities1. Lead GenerationGenerate new Business Loan leads through field visits, market mapping, references, cold calling, networking, and local business contacts.
• Identify potential business owners, self-employed professionals, traders, manufacturers, retailers, and other eligible customers.
• Develop and maintain a strong local customer and referral network.
• Identify new business opportunities within the assigned territory.
• Visit commercial markets, business hubs, shops, offices, and other potential customer locations.
• 2. Customer Acquisition & Need AnalysisMeet prospective customers personally and understand their business and financial requirements.
• Understand the customer's loan requirement, business profile, turnover, vintage, banking, and repayment capacity.
• Explain suitable Business Loan products, eligibility criteria, documentation, pricing, tenure, and other applicable terms.
• Build trust and maintain professional relationships with prospective customers.
• 3. Customer Eligibility & File EvaluationCollect preliminary customer information and assess basic eligibility.
• Understand the customer's business profile and financial requirements.
• Collect and verify required documents such as KYC, bank statements, ITR, GST documents, financial statements, business proof, and other applicable documents.
• Coordinate with internal credit/operations teams for clarification of customer information.
• 4. Login & DocumentationPrepare and submit complete loan files as per company and lender requirements.
• Ensure accurate and complete documentation before login.
• Coordinate with customers for pending documents and additional requirements.
• Follow up with the concerned teams for timely processing of loan applications.
• 5. Approval & SanctionCoordinate with the credit team/lender throughout the assessment process.
• Follow up on customer queries, discrepancies, verification, and additional document requirements.
• Communicate sanction/approval status and applicable terms to the customer.
• Assist customers in understanding the sanction terms and completing required formalities.
• 6. DisbursementCoordinate with the customer and internal/lender teams until successful loan disbursement.
• Ensure all pre-disbursement requirements are completed on time.
• Maintain regular follow-up on pending cases to minimize delays.
• Track the complete pipeline from Lead → Login → Approval → Sanction → Disbursement.
• 7. Post-Sales Relationship ManagementMaintain a good relationship with customers after disbursement.
• Generate referrals and repeat business opportunities from existing customers.
• Develop long-term relationships with business owners and channel partners.
• Maintain a strong customer database for future business opportunities.
• Daily Sales ActivitiesConduct daily market and customer visits.
• Generate fresh Business Loan leads.
• Meet prospective customers and explain loan products.
• Follow up with existing leads and pending files.
• Collect and verify customer documents.
• Coordinate with internal teams for file processing.
• Update lead and sales activity records.
• Maintain a healthy sales pipeline.
• Achieve daily, weekly, and monthly business targets.

Target & PerformanceThe candidate will be responsible for achieving assigned:

• Lead Generation Targets
• Customer Meeting Targets
• Loan Login Targets
• Sanction Targets
• Disbursement Targets
• Revenue / Payout Targets

Performance will be evaluated based on the overall sales journey and quality of business generated.

Preferred ExperienceCandidates with experience in the following areas will be preferred:

• Business Loan
• MSME Loan
• Working Capital Loan
• LAP / Loan Against Property
• Personal Loan
• Banking / NBFC
• Financial Services
• DSA / Channel Sales
• B2B or B2C Sales
• Field Sales
• Customer Acquisition
• Required SkillsBusiness Loan Lead Generation
• Field Sales
• Customer Acquisition
• B2B / B2C Sales
• Lead Conversion
• Relationship Management
• Sales Negotiation
• Customer Need Analysis
• Documentation Handling
• Follow-up & Pipeline Management
• Target Achievement
• Market Development
• Good Communication & Convincing Skills
• Basic Computer / CRM Knowledge
• Candidate RequirementsGraduate from a recognized institution.
• Minimum 1+ year of sales experience.
• Experience in Business Loan / Banking / NBFC / Financial Services will be preferred.
• Must have a two-wheeler and valid driving licence.
• Comfortable with extensive field visits.
• Good knowledge of the Delhi-NCR market will be an advantage.
• Hindi communication is required; basic English is preferred.
• Strong sales orientation and target-driven approach.
• Should be confident in meeting business owners and handling customers independently.

Salary & BenefitsSalary: ₹15,000 – ₹35,000 per month

Structure: Fixed Salary + Performance-Based Incentives

• Additional BenefitsPF
• ESI / ESIC
• Travel Allowance (TA)
• Petrol Allowance
• Mobile Allowance
• Internet Allowance
• Performance-Based Incentives
• Career Growth Opportunities

Joining Fee: No Joining Fee

Sales JourneyLead Generation → Customer Meeting → Requirement Analysis → Eligibility Check → Document Collection → Loan Login → Credit Assessment → Sanction → Documentation → Disbursement → Customer Relationship → Referral / Repeat Business

• Why Join JP Brothers Capital Management Pvt. Ltd.?Opportunity to build a career in the Banking & Financial Services sector.
• Performance-based earning potential.
• Exposure to the complete Business Loan sales process.
• Opportunity to develop strong customer and business networks.
• Career growth based on performance and target achievement.

Apply NowIf you are passionate about field sales, business loan acquisition, and customer relationship management, and want to manage the complete sales journey from lead generation to loan disbursement, join JP Brothers Capital Management Pvt. Ltd.