Job Description – Relationship Executive

Company – Probiz finance

 Department: Field sales

 Location: Indore (Open Market)

Employment Type: Full-Time 

Working hours: 10:30 am to 07:30 pm

Working days: Monday to Saturday

Salary range: 15000 to 50000 (depending upon interview & experience)

Role Summary: The Sales Executive will drive loan file sourcing directly from the open market — engaging builders, brokers, connectors, and direct customers — and will be responsible for end-to-end customer file completion, property verification for secured loans, and achieving assigned disbursement targets.

Key Responsibilities:

Market Sourcing: Go into the open market daily to source loan files through builders, brokers, and connectors

Customer Sourcing: Directly source and generate new customer leads from the open market for loan requirements

Disbursement Target: Achieve a monthly disbursement target of 2x monthly salary — e.g., Rs. 35,000 salary → Rs. 70 lakh disbursement target

File Completion: Collect complete loan file documentation from customers as per product requirement

Site Visit & Property photos: Conduct site visits and capture property photographs for secured loan cases

Daily Location tracking: Share at least 10 location-tagged selfies daily while working in the open market

Connector/Builder reporting: Daily share details of builders, brokers, and connectors met — name, company name, contact number, and location — with the team

Fee Collection: Ensure login fees and other related fees are collected from customers via QR code into the company account

Required skills:

●    Strong field sales and networking ability in the open market

●    Good communication and relationship-building skills (Hindi & English)

●    Comfortable with daily field travel and site visits

●    Basic smartphone proficiency (WhatsApp, camera/GPS location sharing, QR payments)

●    Target-driven mindset with strong follow-up discipline

Qualification & Experience:

●    Graduate (any stream)

●    Prior field sales/DSA/loan sourcing experience preferred

●    1–7 years of experience in loan sourcing, field sales, or a similar market-facing role

●    Own vehicle is mandatory