Sales Executive- Finserv

Job Summary Role Overview Key Roles and Responsibilities

• 1-3 years of field sales experience, preferably in credit cards, personal loans, insurance, banking, fintech or telecom.
• Strong face-to-face sales and product-pitching ability.
• Ability to approach walk-in customers and identify suitable banking-product opportunities.
• Basic understanding of credit cards, personal loans, home loans and insurance.
• Ability to explain eligibility, fees, benefits, interest rates and required documents clearly.
• Lead generation, follow-up and conversion skills.
• Basic knowledge of KYC documents, CIBIL score and application processes.
• Comfortable assisting customers with digital application forms, document uploads and video KYC.
• Good communication in Hindi and the local language; basic Hindi is desirable.
• Ability to build relationships with Nodal Managers and coordinate with telecallers and banking partners.
• Basic Excel, WhatsApp, email and CRM knowledge.
• Target-oriented, disciplined and comfortable working independently.
• Willingness to conduct local visits, awareness activities and customer camps when required.
• High integrity and strict handling of confidential customer information.
• No false commitments or misselling of financial products.

Qualification

• Education: Bachelor s degree in sales marketing or Business Administration or Business Management.

Experience Required

• 0 - 2 years relevant experience (especially in banking or similar industry)

Technical Requirements

• Basic proficiency in MS Excel for maintaining sales and customer data.
• Working knowledge of CRM tools for lead tracking and follow-ups.
• Proficiency in WhatsApp and email for customer communication.
• Ability to use digital application platforms for form filling and document uploads.
• Basic knowledge of KYC and e-KYC processes.
• Familiarity with CIBIL score and basic credit assessment.
• Ability to assist customers with video KYC and digital onboarding.

• Experience with banking or fintech CRM platforms.
• Exposure to digital lending, credit-card, loan, or insurance platforms.
• Knowledge of banking partner portals and lead-management systems.
• Intermediate MS Excel skills, including filters, sorting, and basic formulas.
• Experience in MIS reporting and sales performance tracking.

Key Competencies

• Strong communication and interpersonal skills
• Customer-centric approach
• Persuasion and influencing skills
• Relationship-building ability
• Result-oriented and target-driven mindset
• Ownership and accountability
• Resilience and ability to handle rejection
• Integrity and ethical approach

• Adaptability and learning agility
• Strong stakeholder management
• Problem-solving ability
• Self-motivation and initiative
• Team collaboration
• Ability to work effectively under pressure

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