Field Executive - Finance

0 years

3 - 0 Lacs

Posted:3 weeks ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  • Identify potential customers through field visits, cold calling, and area mapping.
  • Explain and promote financial products such as business loans,vehicle loans,
  • Collect customer documents and complete KYC verification.
  • Coordinate with the credit team for loan approvals.
  • Achieve monthly sales targets and maintain sales reports.
  • Build and maintain good relationships with customers and partners.
  • Conduct door-to-door visits, follow-up calls, and field marketing activities.
  • Handle customer queries and provide proper guidance.
  • Maintain professionalism and company brand image during field interactions.

Required Skills

  • Good communication and negotiation skills.
  • Basic understanding of finance/loan products.
  • Ability to convince customers.
  • Target-oriented and self-motivated.
  • Basic computer knowledge (MS Office, CRM apps).
  • Two-wheeler and valid driving licence preferred.

Job Type: Full-time

Pay: ₹25,588.06 - ₹30,584.49 per month

Benefits:

  • Health insurance

Work Location: In person

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