Field Executive Officer

2 weeks ago

MES Pumping Station Pune, India Infinityarthvishva Advisory Private Limited Full time

Job Description:

We are looking for a Field Executive Officer to handle client acquisition, on-field sales activities, and relationship management. The candidate should be energetic, confident, and target-oriented, with strong communication skills and a passion for financial products. This role offers an excellent opportunity to build a career in the financial services and advisory sector.

Key Responsibilities:

  • Visit potential and existing clients to promote and sell financial products – Loans, Insurance, Investments, and Advisory services.
  • Conduct field surveys, lead generation, and follow-up meetings to close sales.
  • Understand customer needs and provide suitable financial solutions.
  • Maintain and update client records and follow-ups systematically.
  • Coordinate with the sales and back-office teams for smooth documentation and service delivery.
  • Achieve assigned sales and revenue targets within timelines.
  • Represent the company professionally during all field interactions and client visits.
  • Ensure adherence to company policies and ethical standards.

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