Executive For DM Business

Mahindra Finance; Pithoragarh; On-site; INR 350,000 - 550,000; Full time

Job summary

Mahindra Finance in Uttarakhand invites a marketing professional to drive field activities, lead generation, and customer engagement across rural areas. You will coordinate with branches and dealers, execute promotional campaigns, and manage MIS reporting to track results.

The role requires 3+ years in Sales/Marketing or BFSI, strong communication, and willingness to travel locally. You’ll be part of a dynamic team aiming to grow the customer base and close leads efficiently.

Qualifications

• Graduate degree or equivalent is required.
• 3+ years of experience in Sales/Marketing or BFSI.
• Strong field marketing and lead generation skills.
• Good communication and relationship management abilities.
• Comfortable with local travel and rural outreach activities.
• Basic MIS/reporting knowledge.

Responsibilities

• Undertake direct marketing initiatives like Go direct, customer meets, and loan mela.
• Generate leads for various verticals and own business.
• Follow up on leads and close cases timely.
• Implement Reach, Village and Dealer strategies.
• Coordinate with dealers and branch teams for marketing initiatives.
• Ensure marketing materials are available and displayed.
• Maintain custody of branch promotional material and festival displays.
• Understand customer needs and create selling opportunities.
• Maintain cordial relationships with clients and manage people.
• Ensure activity planning, MIS capture, and timely reporting.
• Ensure timely collections within portfolio and coordinate with collections later.

Skills

Lead generation

Field marketing

Relationship management

Communication skills

People management

MIS/reporting

Education

Graduate

Tools

MIS tools

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.

Preferred candidate profile

• Any Graduate


• 3+ years of experience in Sales/Marketing/BFSI


• Strong field marketing and lead generation skills


• Good communication and relationship management


• Comfortable with local travel and rural outreach activities


• Basic MIS/reporting knowledge


• Target-oriented and customer-focused candidate