Field Associate

1 week ago

Kolkata, India 2coms Full time

Job Title: Field Associate - Fintech Location: Kolkata Type: Freelance / Field-Based Industry: Fintech / Financial ServicesAbout the Role:We are seeking dynamic 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:1. Meeting SchedulingCoordinate with the central team or client point of contact (POC) to fix meetings with identified businesses.2. Client Visit & Product PitchVisit 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 clear and confident manner.3. Lead Conversion & OnboardingEncourage 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 rolesStrong verbal communication and interpersonal skillsFamiliarity with basic business documents (KYC, financials, etc.)Ability to travel locally and manage client interactions independentlyWhy Join Us?Flexible freelance opportunityAttractive earnings per successful onboardingBacked by Ongrid, a reputed fintech brandTraining, pitch materials, and backend support providedApply Now & Start Your Freelance Journey in FintechBenefitsCommission around 7k to 10k in per closure.

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