Sales Representative

3 days ago

Kanpur Uttar Pradesh, India Shriram Life Insurance Company Full time

**Job Title**: Sales Representative - Finance Company

(Also known as: Financial Sales Executive, Loan Sales Officer, Relationship Executive)

**Key Responsibilities**:

- **Lead Generation & Prospecting**:

- Identify potential customers through field visits, referrals, telecalling, digital channels, or walk-ins.
- Generate leads for financial products like loans, insurance, mutual funds, credit cards, fixed deposits, etc.
- **Client Consultation & Needs Assessment**:

- Understand customer financial needs and offer suitable products.
- Explain features, benefits, interest rates, repayment terms, and eligibility criteria.
- **Sales Conversion**:

- Follow up on leads and close deals.
- **Documentation & KYC**:

- Collect necessary documents, verify identity, income proof, etc., as per company policy.
- **Relationship Management**:

- Maintain ongoing relationships with customers for cross-selling and repeat business.
- Address post-sales queries or issues.
- **Targets & Reporting**:

- Meet monthly/quarterly sales targets.
- Maintain records of leads, calls, sales, and conversions.
- Report daily/weekly progress to sales manager.

**Products You May Sell**:

- Personal loans
- Home loans
- Business loans
- Vehicle loans
- Insurance (life, health, general)
- Credit cards
- Fixed deposits
- Mutual funds

**Skills Required**:

- Excellent communication and interpersonal skills
- Persuasive and confident
- Good knowledge of financial products
- Sales and negotiation skills
- Basic computer skills (CRM, Excel)
- Goal-oriented and self-motivated

**Eligibility / Qualifications**:

- Minimum: 12th pass or Graduate (depending on company)
- Experience: Fresher or 0-3 years in sales/finance preferred
- Age: Usually 18-35 years
- Language: Local language fluency + Hindi/English

**Work Environment**:

- Fieldwork (for loan/insurance sales)
- Office-based (for telesales/digital leads)
- Incentive-driven structure
- May require traveling within a local area

**Job Types**: Full-time, Part-time, Internship, Contractual / Temporary, Freelance
Contract length: 10 months

Pay: ₹8,465.02 - ₹35,910.15 per month

Expected hours: 8 per week

**Benefits**:

- Work from home

Schedule:

- Day shift
- Morning shift

Work Location: In person

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