Field Sales Executive - FD

Hiring for Field Sales Executive - FD for Mhape, Mumbai

Key Responsibilities

• Convert company-generated warm and hot leads into Fixed Deposit investments
• Visit clients at residences, offices and business locations for product presentation and closure.
• Clearly explain Fixed Deposit features, returns, tenure and benefits.
• Ensure accurate completion of KYC and investment documentation.
• Coordinate with internal teams for application processing and issuance.
• Build and maintain strong relationships with clients for repeat and referral business.
• Achieve assigned monthly and quarterly sales targets.
• Maintain daily activity reports and follow-ups.
• Ensure compliance with company policies and regulatory guidelines.

Eligibility Criteria

• Graduate in any discipline
• 2–3 years of experience in field sales (financial products preferred)
• Experience in investments, fixed deposits, insurance, mutual funds or BFSI will be an advantage
• Comfortable with field work and client meetings.

Skills & Competencies

• Good communication skills in English, Hindi, and local language.
• Strong persuasion and negotiation skills.
• Presentable personality with a professional approach.
• Ability to build trust and long-term client relationships.
• Self-motivated, target-driven and disciplined.
• Basic knowledge of investment products is preferred.
• Age should be below 36 yrs.

Interested candidate can share their resume with preeti.soni@workoraindia.com