Field Sales Executive

Job Description – PaytmDepartment: Loan & Financial Services

Position: Sales Executive / Relationship Officer

• Job ResponsibilitiesPromote and sell financial products, including Personal Loans, Business Loans, Term Insurance, and SIPs.
• Generate business through company-provided leads and direct market sourcing.
• Conduct regular market visits to meet potential customers and generate new business opportunities.
• Explain loan products, eligibility criteria, documentation, and other financial services to customers.
• Convert provided leads into successful business transactions.
• Build and maintain strong relationships with customers.
• Achieve monthly sales targets and business objectives.

1. Daily Work ResponsibilitiesMorning Gate Meeting: Attend daily morning meetings to discuss targets, performance, and business planning.
2. Lead Follow-ups: Connect with company-provided leads and convert them into customers.
3. Rigorous Market Visits: Conduct extensive field visits to generate business and acquire new customers.
4. Sales & Conversion: Focus on loan disbursement, insurance sales, and SIP activation.
5. Daily Reporting: Share daily sales updates, market activity, and performance reports with the reporting manager.

• Company SupportCompany-provided customer leads.
• Opportunity to work with Paytm's financial services portfolio.
• Fixed salary + performance-based incentives.
• Training and on-the-job guidance.
• Candidate RequirementsMinimum Graduation preferred.
• Good communication and convincing skills.
• Sales-oriented approach with a target-driven mindset.
• Willingness to work in the field and conduct regular market visits.
• Experience in Banking, NBFC, Fintech, or Financial Services will be preferred.

Key Expectation: A strong field-sales professional who can effectively manage company-provided leads, conduct rigorous market visits, and achieve business targets.