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
Relationship Building
Meet CA offices, property dealers, car dealers, insurance agents
Build referral partnerships
Follow up physically with existing clients
Document Collection
PAN
Aadhaar
Bank statement
GST docs
Salary slips
ITR copies
Loan Case Follow-up
Bank visits
Customer signature
Pending document collection
Coordinate with DSAs/banks
Ideal Hiring Profile
Age: 20–35
Positive communication
Bike compulsory
Local market knowledge
Confident in meeting people
Experience preferred:
Insurance sales
Finance company
Telecom sales
FMCG sales
Real estate sales