Sales Representative – FinTechJob Summary
We are looking for a motivated and results-driven Sales Representative to join our growing FinTech company. The ideal candidate will be responsible for generating new business, building strong client relationships, understanding customer requirements, and promoting the company’s financial products and services.
The candidate should have excellent communication and sales skills, a strong understanding of financial products, and the ability to work in a target-driven environment.
Key Responsibilities
- Identify and generate new sales opportunities through calls, referrals, networking, digital channels, and other business development activities.
- Understand customer financial needs and recommend suitable products and services.
- Build and maintain strong relationships with prospective and existing clients.
- Conduct product presentations and explain features, benefits, processes, and applicable terms clearly to customers.
- Follow up with leads and prospects to convert opportunities into successful clients.
- Achieve monthly and quarterly sales targets as defined by the company.
- Maintain accurate records of leads, customer interactions, follow-ups, and sales activities.
- Coordinate with Operations, Compliance, Product, and Customer Support teams to ensure smooth customer onboarding and service.
- Ensure that all sales activities are conducted in accordance with applicable company policies and regulatory requirements.
- Provide regular sales reports, pipeline updates, and market feedback to management.
- Identify customer concerns and coordinate with relevant teams for timely resolution.
- Stay updated on financial products, market trends, competitors, and industry developments.
- Develop new sources of leads and explore opportunities to expand the company’s customer base.
Required Qualifications
Education:
- Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field is preferred.
- Candidates with relevant sales experience in financial services may also be considered.
Experience:
- 1–4 years of experience in sales, business development, financial services, FinTech, wealth management, banking, insurance, or a related industry.
- Freshers with strong communication and sales skills may also be considered for suitable positions.
Required Skills
- Excellent verbal and written communication skills.
- Strong sales, negotiation, and persuasion abilities.
- Good understanding of financial products and services.
- Strong customer relationship management skills.
- Ability to generate leads and convert prospects into customers.
- Target-oriented and self-motivated approach.
- Good follow-up and relationship-building skills.
- Ability to work independently as well as within a team.
- Strong problem-solving and interpersonal skills.
- Basic knowledge of CRM systems and MS Office/Google Workspace is preferred.
What We’re Looking For
We are looking for a highly motivated, customer-focused, and target-oriented sales professional who can contribute to business growth by acquiring new clients, developing long-term relationships, and delivering an excellent customer experience.
The ideal candidate should be comfortable working in a fast-paced FinTech environment and should demonstrate ownership, integrity, professionalism, and a strong desire to achieve sales targets.
Key Performance Indicators (KPIs)
- Lead generation and qualification
- New customer acquisition
- Monthly and quarterly sales achievement
- Lead-to-customer conversion rate
- Customer retention and relationship management
- Follow-up and pipeline management
- Revenue contribution
- Customer satisfaction
Job Details
Position: Sales Representative
Industry: FinTech / Financial Services
Employment Type: Full-time
Location: Bengaluru
Experience: 1–4 years
Department: Sales & Business Development
Pay: Up to ₹20,000.00 per month
Work Location: In person
