Financial Product Sales Executive

• 1. Sales Performance and Target Achievement

• Achieve daily, weekly and monthly sales targets for assigned financial products
• Primary focus on credit cards with additional banking and financial products as assigned
• Drive quality sales leading to approvals and payouts
• Maintain consistent performance across products

2. Lead Generation and Customer Acquisition

• Generate self sourced leads through open market field activities
• Approach customers in residential societies, offices, corporates and public locations
• Build referral network to generate repeat business
• Convert leads into successful product sales

3. Product Pitching and Customer Advisory

• Explain features, benefits, fees and eligibility of financial products clearly
• Recommend suitable products based on customer profile
• Maintain transparent and ethical selling practices
• Handle objections and close sales professionally

4. Documentation and Eligibility Verification

• Collect complete and correct KYC and income documents
• Verify customer eligibility as per bank and DSA guidelines
• Ensure zero fake, incorrect or manipulated documentation
• Follow compliance, regulatory and internal processes

5. Follow Ups and Case Tracking

• Follow up with customers for pending documents and verifications
• Track application status until approval or rejection
• Coordinate with operations team for smooth case processing

6. Field Activity and Market Coverage

• Conduct daily field visits in assigned areas
• Identify high potential locations for financial product sales
• Maintain strong market presence and visibility

7. Reporting and MIS

• Submit daily sales and activity MIS
• Update CRM or tracking systems accurately
• Share customer feedback and market insights

8. Compliance, Ethics and Brand Representation

• Follow all bank, RBI and DSA compliance norms
• Avoid mis-selling or false commitments
• Represent company and bank brands professionally

Job Type: Full-time

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

• Health insurance
• Provident Fund
• Work from home

Experience:

• franchisee Development : 1 year (Preferred)

Work Location: In person