Main Role of Field Sales Representative1. Lead Generation
- Visit local markets, shops, traders, builders, transporters
- Collect:
- GST clients
- ITR filing clients
- Loan requirement leads
- MSME/business loan prospects
- TDS & accounting clients
2. Relationship Building
- Meet CA offices, property dealers, car dealers, insurance agents
- Build referral partnerships
- Follow up physically with existing clients
3. Document Collection
- PAN
- Aadhaar
- Bank statement
- GST docs
- Salary slips
- ITR copies
4. Loan Case Follow-up
- Bank visits
- Customer signature
- Pending document collection
- Coordinate with DSAs/banks
Ideal Hiring Profile
- Age: 20–35
- Good communication
- Bike compulsory
- Local market knowledge
- Confident in meeting people
Experience preferred:
- Insurance sales
- Finance company
- Telecom sales
- FMCG sales
- Real estate sales
Salary Structure Recommendation
ComponentAmount
Fixed Salary₹10,000–₹15,000
Petrol Allowance₹2,000–₹3,000
Incentive Per client / per loan
Incentive Structure
TaxationService
IncentiveITR Filing₹100–₹200
GST Registration₹300–₹500
GST Return Client₹300–₹1000
Accounting Client% of billing
Require them to report:
- 20 shop visits/day
- 5 serious discussions/day
- 2 lead conversions/day
- Daily WhatsApp reporting with photo/location
Best Areas to Target First
In and around Dehradun:
- Wholesale markets
- Industrial areas
- Transport nagar
- Medical stores
- Restaurants
- Hardware shops
- Builders & contractors
These segments regularly need:
- GST work
- TDS compliance
- Business loans
- OD/CC limits
- MSME loans
Pay: ₹12,000.00 - ₹20,000.00 per month
Benefits:
- Flexible schedule
- Paid sick time
- Work from home
Work Location: Hybrid remote in Dehradun, Uttarakhand (Dehradun)
