We are hiring a Field Sales Executive to promote and sell financial products such as loans, insurance, or investment plans. The role involves field visits, lead generation, client meetings, and achieving sales targets within the assigned territory.
We are seeking an energetic and result-driven Field Sales Executive to join our finance team. The ideal candidate will be responsible for generating leads, visiting potential clients, and promoting financial products such as loans, insurance, investment plans, or credit solutions. You will play a key role in expanding our customer base and building strong relationships to ensure long-term business growth.
This role requires excellent interpersonal skills, a good understanding of financial products, and a passion for meeting sales targets in a competitive market.
Identify and approach potential customers through field visits, referrals, and market research
Promote and sell financial products including personal loans, business loans, insurance, or investment services
Understand customer needs and recommend suitable financial solutions
Conduct product presentations, explain terms and conditions, and assist in application processes
Maintain strong client relationships for cross-selling and repeat business
Meet individual and team sales targets on a monthly and quarterly basis
Maintain records of customer interactions, follow-ups, and conversions
Stay updated with industry trends, regulatory changes, and competitor offerings
Coordinate with back-office and operations teams for smooth processing of client applications
Bachelor’s degree in Finance, Business, or any related field
1–3 years of field sales experience in finance, banking, NBFC, or insurance sector
Good understanding of financial products and sales techniques
Strong communication, negotiation, and interpersonal skills
Self-motivated and target-driven personality
Willingness to travel within assigned areas
Competitive salary with performance-based incentives
Opportunity to build a rewarding career in the finance industry
Training and development programs for skill enhancement
Supportive work culture and leadership guidance
📧 Send your updated resume to: nit@recrute-india.com
📲 For more details, contact: +91 85305 69104