Job Title: Field Associate - Fintech

Location: Kolkata

Type: Freelance / Field-Based

Industry: Fintech / Financial Services

About the Role:

We are seeking energetic freelance field executives to represent Ongrid, a leading fintech company, and promote its Channel Financing Facility. You will be responsible for meeting potential clients (SMEs, vendors, or distributors), pitching the financing solution, and facilitating their onboarding process by collecting necessary business documentation.

Key Responsibilities:
Meeting Scheduling
Coordinate with the central team or client point of contact (POC) to fix meetings with identified businesses.
Client Visit & Product Pitch
Visit assigned client locations as per the schedule.
Present and explain Vayana’s Channel Financing product to the finance/operations decision-makers.
Use pitch decks, product documents, and FAQs to support your conversation.
Explain repayment structure, benefits, eligibility, and onboarding steps in a explicit and confident manner.
Lead Conversion & Onboarding




Encourage interested businesses to sign up for the financing facility.
close high-ticket policies in the range of ₹25 lakhs to ₹5 crores.
Collect key documents such as KYC, financial statements, ITRs, bank statements, and GST returns.
Ensure accurate handover of documents to the central processing team for further verification and activation.

Eligibility Criteria:
Bachelor’s degree (Commerce/Finance preferred)
Pref 1+ year of experience in field sales, B2B outreach, or onboarding roles
Solid verbal communication and interpersonal skills
Familiarity with basic business documents (KYC, financials, etc.)
Ability to travel locally and manage client interactions independently

Why Join Us?
Flexible freelance opportunity
Attractive earnings per successful onboarding
Backed by Ongrid, a reputed fintech brand
Training, pitch materials, and backend support provided

Apply Now & Start Your Freelance Journey

📌 Field Associate Kolkata
🏢 2COMs
📍 Kolkata