Business Executive - Direct Marketing

Mahindra Finance; Udham Singh Nagar District; On-site; INR 250,000 - 400,000; Full time

Job summary

Mahindra Finance is seeking a field marketing executive in Uttarakhand to drive direct marketing activities, generate leads, and coordinate with dealers and branch teams. You will maintain MIS, ensure timely follow-ups, and manage promotions for festivals while building strong customer relationships.

The role involves conducting 10-12 activities monthly, supporting portfolio growth, and ensuring compliant reporting.

Qualifications

• Experience in direct marketing activities and field promotion.
• Ability to generate leads for various verticals and follow up on leads.
• Coordinate with dealers and branch teams for marketing initiatives.
• Maintain MIS of leads and ensure timely reporting and compliance.

Responsibilities

• To undertake various direct marketing initiatives such as Go direct, Customer meets, NOC day, Saathiya diwas, Gramsabha, Loan mela, MFG tie up activities, Mandi diwas and Road shows etc. To conduct minimum 10-12 activities per month by his own.
• To generate leads for other Verticals as well as for own business.
• Ensure follow up on leads recd with concerns and timely closure of cases.
• Implementation of Reach, Village and Dealer strategies.
• To co-ordinate with Dealers, Branch Team for successful implementation of company marketing initiatives and also branch level marketing initiatives.
• To ensure that marketing / promotional material is available with branch and suitably displayed.
• To ensure adequate and safe custody of MMFSL branch promotional material and display of the same at all activities and requirement of specific promotional material for festivals.
• Understand customer needs, requirements and create more opportunities to sell.
• To maintain cordial relationship with internal and external Clients. People Management
• To ensure follow-up and conversion of business from existing database. Also expansion through acquisition of new customer base.
• To ensure Activity planning and execution.
• To ensure proper MIS of leads generated through various programs is properly captured and followed up.
• Timely reporting, attendance, compliance with HR policies, good presentation, communication skills and business ethics.
• Daily /monthly reporting to be ensured. Portfolio Management
• Ensure timely collections in his/her portfolio till one year of contract and thereafter coordinating with collection team for collection.

Skills

Lead generation

Customer relationship

Communication skills

MIS reporting

Event coordination

Portfolio management

Job description

Role & responsibilities

• To undertake various direct marketing initiatives such as Go direct, Customer meets, NOC day, Saathiya diwas, Gramsabha, Loan mela, MFG tie up activities, Mandi diwas and Road shows etc. To conduct minimum 10-12 activities per month by his own.
• To generate leads for other Verticals as well as for own business.
• Ensure follow up on leads recd with concerns and timely closure of cases.
• Implementation of Reach, Village and Dealer strategies.
• To co-ordinate with Dealers, Branch Team for successful implementation of company marketing initiatives and also branch level marketing initiatives.
• To ensure that marketing / promotional material is available with branch and suitably displayed.
• To ensure adequate and safe custody of MMFSL branch promotional material and display of the same at all activities and requirement of specific promotional material for festivals.
• Understand customer needs, requirements and create more opportunities to sell.
• To maintain cordial relationship with internal and external Clients. People Management
• To ensure follow-up and conversion of business from existing database. Also expansion through acquisition of new customer base.
• To ensure Activity planning and execution.
• To ensure proper MIS of leads generated through various programs is properly captured and followed up.
• Timely reporting, attendance, compliance with HR policies, good presentation, communication skills and business ethics.
• Daily /monthly reporting to be ensured. Portfolio Management
• Ensure timely collections in his/her portfolio till one year of contract and thereafter coordinating with collection team for collection.