Key Responsibilities
Generate leads through field visits, referrals, corporate tie-ups, and local market activities.
Promote and sell financial products such as deposits, loans, insurance, mutual funds, and other society offerings.
Build and maintain strong customer relationships to ensure repeat business and referrals.
Conduct customer meetings, presentations, and product demonstrations.
Identify new business opportunities and expand the customer base in assigned territories.
Coordinate with branches and internal teams for smooth customer onboarding and service delivery.
Maintain accurate records of sales activities, customer interactions, and pipeline status.
Achieve monthly and quarterly sales targets set by management.
Monitor competitor activities and provide market feedback to management.
Ensure compliance with organizational policies and regulatory requirements.Required Skills
Strong communication and negotiation skills.
Good understanding of sales and relationship management.
Customer-focused approach with excellent interpersonal skills.
Ability to work independently and achieve targets.
Knowledge of financial products and services will be an added advantage.
Proficiency in MS Office and CRM tools.Desired Candidate Profile
1–3 years of experience in sales, business development, BFSI, NBFC, banking, insurance, or cooperative sector.
Experience in field sales and customer acquisition preferred.
Local market knowledge of Delhi will be an advantage.
Positive attitude, self-motivated, and target-driven.
Key Performance Indicators (KPIs)
New customer acquisition.
Revenue generation and sales target achievement.
Cross-selling and upselling success.
Customer retention and satisfaction.
Lead conversion ratio.
Compensation
Fixed Salary + Attractive Incentives + Performance Bonus
Travel Allowance (as per company policy)
Career Growth Opportunities
Employment Type: Full-Time Department: Sales & Business Development Industry: BFSI / NBFC / Banking / Insurance / Cooperative Sector Location: Delhi, India
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
- Health insurance
- Life insurance
- Provident Fund
Work Location: In person
