Field Sales Executive Jobs Opening in A one sales at Dadar East, Dadar West, Santacruz East, Mumbai
Field Sales Executive
Job Description
Position Overview:
The Field Sales Executive – Credit Card Sales is responsible for generating new credit card customers through direct, face-to-face interactions in assigned territories. This role involves identifying prospects, explaining the benefits and features of the bank’s credit cards, and converting them into satisfied customers.
The position requires a proactive approach, excellent communication skills, in-depth product knowledge, and the ability to meet or exceed sales targets consistently. The executive must also ensure compliance with all banking regulations and maintain the highest levels of professionalism while representing the organization in the field.
Key Responsibilities:
1. Lead Generation and Prospecting
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Identify potential customers through field visits, cold calls, referrals, and participation in promotional events.
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Approach customers in high-footfall areas such as corporate offices, retail outlets, shopping malls, and public spaces.
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Work closely with marketing teams to leverage campaigns and promotional offers for lead generation.
2. Product Promotion and Presentation
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Explain credit card benefits, features, rewards programs, interest rates, fees, and other relevant terms in a clear and persuasive manner.
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Address customer queries regarding eligibility criteria, documentation, and application procedures.
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Highlight unique selling points such as cashback offers, reward points, lounge access, or special tie-ups with merchants.
3. Customer Acquisition
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Assess customer eligibility through pre-screening based on income, credit history, and employment status.
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Assist customers in filling out application forms and collecting the required documents (ID proof, income proof, photographs, etc.).
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Coordinate with the backend processing team to ensure timely submission and approval of applications.
4. Sales Target Achievement
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Achieve or exceed monthly and quarterly sales targets set by the organization.
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Maintain a healthy conversion rate from leads to successful applications.
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Work with the team to identify high-potential customer segments and focus efforts accordingly.
5. Relationship Management
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Build trust and rapport with customers to encourage referrals and repeat sales.
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Maintain follow-ups with customers until card delivery and activation.
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Support customers in understanding post-sales processes like activation, usage, and benefits redemption.
6. Compliance and Documentation
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Adhere to all regulatory guidelines and bank policies, especially related to KYC (Know Your Customer) norms and data confidentiality.
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Ensure accurate and complete documentation for all applications to prevent delays or rejections.
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Report any suspicious or fraudulent activity immediately to the compliance team.
7. Market Awareness
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Keep track of competitor credit card products, pricing, and promotions.
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Share feedback with management regarding market trends, customer preferences, and potential product improvements.
8. Coordination and Reporting
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Submit daily and weekly sales reports, including leads generated, conversions, and pipeline updates.
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Participate in regular team meetings, training sessions, and performance reviews.
Key Skills and Competencies:
1. Sales and Negotiation Skills
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Ability to engage with strangers confidently and convert them into customers.
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Strong persuasive abilities to overcome objections and close sales.
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Track record of achieving sales targets in a competitive environment.
2. Communication Skills
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Excellent verbal communication in local language, Hindi, and preferably English.
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Ability to explain complex financial terms in simple, easy-to-understand language.
3. Customer Service Orientation
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A helpful and approachable attitude to guide customers through the application process.
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Patience and empathy to address concerns, especially regarding fees, interest rates, or hidden charges.
4. Time and Territory Management
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Ability to prioritize leads and plan field visits efficiently.
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Skilled in covering assigned areas without missing potential opportunities.
5. Product Knowledge
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Strong understanding of credit card features, reward programs, and associated services.
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Awareness of different card types (e.g., platinum, gold, co-branded, secured credit cards) and their target audiences.
6. Target and Goal Orientation
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Self-motivated to achieve personal and team sales goals.
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Resilience to handle rejection and keep pursuing new leads.
7. Compliance Awareness
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Knowledge of banking regulations, KYC norms, and responsible selling practices.
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Commitment to ethical sales practices and customer data privacy.
8. Presentation and Grooming
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Well-groomed, professional appearance suitable for representing a financial brand.
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Confidence in conducting presentations or pitches in public or corporate settings.
9. Digital Literacy
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Basic skills in using smartphones, email, and banking CRM systems for application tracking.
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Familiarity with digital KYC processes and e-signature tools.
More information about this Field Sales Executive Job
Please go through the below FAQs to get all answers related to the given Field Sales Executive job
- What are the job requirements to apply for this Field Sales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Field Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Field Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Field Sales Executive position?
- Ans: There are immediate 1 job openings for Field Sales Executive in our Organisation.
Job Particulars
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