About Company
BFSI
- Area / Geography Mapping
- Conduct lane-to-lane and area mapping of the assigned geography at regular intervals in coordination with the supervisor.
- Identify new sources within the allocated area and communicate progress to the reporting manager during team huddles.
- Source Relationship Management
- Manage relationships with all sources assigned and identified within the geography/area.
- Monitor source performance and engage to improve contribution as required.
- Maintain Reports
- Maintain sales and activity reports in the prescribed formats.
- Keep a daily diary of activities in the required format.
- Channel Partner Recruitment
- Identify and recruit potential channel partners (BSA).
- Assess channel partner eligibility against defined norms and categories.
- Team Huddle
- Attend daily team huddles as per the set process.
- Provide required data and updates in the prescribed format during huddles.
- Customer Relationship Management
- Enhance customer experience by developing and maintaining strong customer relationships.
- Sell products and provide required services while addressing customer needs and objections.
Qualifications & Competencies
Minimum Qualifications
- Graduate in any discipline; a degree/diploma in commerce, banking or finance is preferred.
- Relevant certification or training in sales, distribution or channel management is a plus.
Experience
- 1–3 years of experience in field sales, channel management, or partner acquisition within BFSI or related sectors preferred.
- Proven experience in managing relationships with channel partners or multiple external stakeholders.
Technical & Functional Skills
- Strong knowledge of the assigned geography and ability to map areas and lanes effectively (territory/route planning).
- Proficiency in maintaining and presenting sales and activity reports in prescribed formats; comfortable preparing daily activity logs and KPI trackers.
- Familiarity with KYC, documentation requirements and basic credit eligibility assessment.
- Comfortable using sales kits, CRM tools and other field tools to identify and track potential sources (examples: Salesforce, Zoho CRM, or similar).
- Working knowledge of MS Excel (basic formulas, filters, simple pivot tables) and mobile sales applications used for data capture.
- Ability to assess partner eligibility and apply defined empanelment criteria; experience in onboarding channel partners preferred.
- Target-driven approach with focus on meeting individual and team KPIs; experience working with monthly/weekly targets.
Behavioral & Interpersonal Competencies
- Excellent communication and relationship-building skills to engage customers and channel partners.
- Strong planning, organization and time-management skills to cover assigned geography effectively.
- Analytical mindset with attention to detail for reporting and diary maintenance.
- Customer-centric orientation and ability to handle objections and negotiate effectively.
- Team player who can present concise updates during daily huddles and collaborate with supervisors.
Key Skills & Search Keywords
Required
To improve searchability and help candidates self-assess fit, below is a clear list of required and relevant skills / keywords commonly used for this role:
- Field Sales
- Territory Management / Area Mapping / Lane Mapping
- Channel Partner Recruitment / BSA / Partner Onboarding
- Business Development / Lead Generation / B2B Sales
- Relationship Management / Customer Acquisition
- Sales Reporting / Daily Activity Logs / KPI Tracking
- CRM (Salesforce, Zoho, or similar)
- KYC & Documentation
- Credit Eligibility Assessment (basic)
- MS Excel (basic – formulas, filters) / Mobile Sales Apps
- Negotiation & Objection Handling
- Target-driven / KPI-oriented / Performance-focused
- BFSI / NBFC / Microfinance / Lending
- Sales Kits / Field Tools / Digital Onboarding
- Communication / Stakeholder Engagement / Team Collaboration
Skills: sales,bfsi,home loan,sales officer,customer
