Job Responsibilities

- Lead Generation: Generate leads and acquire new customers for loans, insurance and credit card products.
- Customer Acquisition: Identify potential customers and convert leads into successful sales.
- Product Consultation: Understand customer requirements and explain suitable financial products.
- Loan Sales: Assist customers with Personal Loans, Business Loans and Property Loans.
- Insurance Sales: Explain suitable Life, Health and Motor Insurance products to customers.
- Credit Card Sales: Identify eligible prospects and assist them with credit card applications.
- Documentation: Collect and coordinate the documents required for applications.
- Lead Follow-up: Follow up with prospective customers and track application progress.
- Customer Relationship Management: Build and maintain robust relationships with customers.
- Target Achievement: Achieve assigned sales and customer acquisition targets.

Key Skills Required

- Lead Generation & Customer Acquisition




- Strong Communication & Convincing Skills
- Field Sales & Business Development
- Loan, Insurance & Credit Card Sales Knowledge
- Customer Handling & Financial Product Advisory
- Sales Follow-up & Lead Conversion
- Negotiation & Closing Skills
- Application Processing & Documentation Coordination
- Customer Relationship Management (CRM)
- Sales Target Achievement
- Problem-Solving & Coordination Skills
- Target-Oriented Approac

Preferred Candidate Profile

- Minimum 1 year of experience in Field Sales.
- Candidates from Loan Sales, Insurance Sales, Credit Card Sales, Banking or Financial Services will be preferred.
- Strong customer-handling and lead-conversion abilities.
- Willingness to travel for field visits and customer meetings.
- Ability to work independently and achieve sales targets.

📌 Field Sales Executive (New Delhi)
🏢 Servora Recruitment Consultancy
📍 New Delhi