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




Robust 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.
Solid 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 (India)
🏢 Servora Recruitment Consultancy
📍 India