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:

- Versatile schedule
- Paid sick time
- Work from home

Work Location: Hybrid remote in Dehradun, Uttarakhand (Dehradun)

📌 Field Sales Representative (Dehradun)
🏢 Ajay
📍 Dehradun