A Field Sales Executive (Deposit Mobilization) in a financial institution, bank, or NBFC focuses directly on on-field client visits to canvas (solicit) high-value deposits, fixed deposits (FDs), recurring deposits (RDs), and current/savings accounts (CASA).

​Unlike desk-bound banking roles, this is a proactive, door-to-door, and B2B/B2C relationship management role designed to mobilize liquid capital for the institution.

​Key Responsibilities & Field Work

​Field Canvassing & Customer Visits

​Conduct scheduled and door-to-door field visits to retail individuals, High-Net-Worth Individuals (HNIs), business owners, local traders, and corporate offices.

​Execute localized canvassing drives in targeted commercial hubs, residential areas, and industrial belts to build a local deposit pipeline.

​Deposit Product Pitching

​Present and explain various deposit schemes (Fixed Deposits, Term Deposits, Senior Citizen Schemes, Wealth Management Accounts) emphasizing interest yields, safety, liquidity, and tax benefits.

​Provide comparative rate benefits against market competitors to convince prospects to move surplus funds.





​On-Site Documentation & Account Opening

​Collect completed application forms, Know Your Customer (KYC) documents, tax records, and Cheques/DDs directly from the customer’s residence or workplace.

​Ensure full compliance with anti-money laundering (AML) and verification norms before submission to the home branch.

​Relationship Building & Deposit Renewal

​Maintain regular contact with deposit holders to secure renewals upon maturity.

​Cross-sell other institutional products (insurance, mutual funds, gold loans, or business loans) during routine deposit collection visits.

​Daily Field Tracking & Reporting

​Record daily call sheets, lead statuses, customer feedback, and visit outcomes in CRM software or daily activity registers.

​Coordinate with branch managers to meet monthly and quarterly deposit mobilization targets.

​Core Competencies & Daily Workflow

Pay: ₹15,000.00 - ₹57,053.21 per month

Benefits

- Cell phone reimbursement
- Adaptable schedule
- Paid sick time

Work Location: In person

📌 Sales Manager (Thanniyam)
🏢 Naturals
📍 Thanniyam