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Posted:1 week ago| Platform: GlassDoor logo

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Work Mode

Remote

Job Type

Full Time

Job Description

Job Title: Sales Representative – Finance Company

(Also known as: Financial Sales Executive, Loan Sales Officer, Relationship Executive)

Key Responsibilities:

  • Lead Generation & Prospecting:
  • Identify potential customers through field visits, referrals, telecalling, digital channels, or walk-ins.
  • Generate leads for financial products like loans, insurance, mutual funds, credit cards, fixed deposits, etc.
  • Client Consultation & Needs Assessment:
  • Understand customer financial needs and offer suitable products.
  • Explain features, benefits, interest rates, repayment terms, and eligibility criteria.
  • Sales Conversion:
  • Convince customers to purchase or apply for the financial products.
  • Follow up on leads and close deals.
  • Documentation & KYC:
  • Help customers with the application process.
  • Collect necessary documents, verify identity, income proof, etc., as per company policy.
  • Relationship Management:
  • Maintain ongoing relationships with customers for cross-selling and repeat business.
  • Address post-sales queries or issues.
  • Targets & Reporting:
  • Meet monthly/quarterly sales targets.
  • Maintain records of leads, calls, sales, and conversions.
  • Report daily/weekly progress to sales manager.

Products You May Sell:

  • Personal loans
  • Home loans
  • Business loans
  • Vehicle loans
  • Insurance (life, health, general)
  • Credit cards
  • Fixed deposits
  • Mutual funds

Skills Required:

  • Excellent communication and interpersonal skills
  • Persuasive and confident
  • Good knowledge of financial products
  • Sales and negotiation skills
  • Basic computer skills (CRM, Excel)
  • Goal-oriented and self-motivated

Eligibility / Qualifications:

  • Minimum: 12th pass or Graduate (depending on company)
  • Experience: Fresher or 0–3 years in sales/finance preferred
  • Age: Usually 18–35 years
  • Language: Local language fluency + Hindi/English

Work Environment:

  • Fieldwork (for loan/insurance sales)
  • Office-based (for telesales/digital leads)
  • Incentive-driven structure
  • May require traveling within a local area

Job Types: Full-time, Part-time, Internship, Contractual / Temporary, Freelance
Contract length: 10 months

Pay: ₹8,465.02 - ₹35,910.15 per month

Expected hours: 8 per week

Benefits:

  • Work from home

Schedule:

  • Day shift
  • Morning shift

Work Location: In person

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