Field Representative (Consultant)

Pci India; Unnao District; On-site; INR 360,000 - 600,000; Full time

Job summary

Pci India seeks Field Representative (Consultant) for Ayodhya/Unnao to mobilize women entrepreneurs, build financial linkages, and support enterprise growth. You will educate, counsel, and coordinate with lenders and NGOs to access credit and subsidies.

Responsibilities include MIS data uploads, financial literacy training, business plan support, and field reporting. Fluency in Hindi and English is required; prior rural microfinance experience is a plus.

Qualifications

• 4+ years of field program experience in finance/entrepreneurship/sales and marketing.
• Experience with women entrepreneurs/SHG in rural geographies.
• Microfinance/solar installation projects/B2C in rural areas is a plus.

Responsibilities

• Identify women-led businesses and upload their details in MIS.
• Educate and counsel on financial literacy, business economics, and enterprise growth.
• Assist in preparing business plans and engage with institutions for loans.
• Liaise with financial institutions, govt bodies, and service providers for subsidies and finance.
• Assist with loan paperwork, eligibility checks, and disbursement coordination.
• Document success stories and reports; share with the team as required.
• Organize financial inclusion camps and credit-uptake platforms.
• Coordinate rooftop solar installations and conduct orientation on solar tech.
• Support digital tools, MIS platforms, and monitoring dashboards for tracking.
• Ensure timely data collection, verification, and reporting.

Skills

Hindi (oral and written)

English (oral and written)

Interpersonal skills

Computer basics

Attention to detail

Independent worker

Education

Graduate degree / diploma in finance / business management / entrepreneurship development / social sciences

Job description

Term of Reference

Position Name: Field Representative (Consultant)

Reporting Line: Field Supervisor / Asst. Manager - DEWEE

Tenure: Extendable based on performance and project requirements

Positions: 02

Location: Ayodhya, Unnao

Key Roles & Responsibilities

• Identify women-led businesses that have potential for growth and upload their details in MIS
• Educate and counsel the mapped women entrepreneurs on financial literacy, business economics, financial management and enterprise growth
• Help the willing women entrepreneurs in preparing business plan, after duly assessing their financial need and engage with the appropriate financial institution for accessing loan
• Liaison with diverse stakeholders - financial institutions, govt. bodies/departments, clean energy service providers for access to finance and leveraging subsidy/grant
• Actively assist women entrepreneurs and financial institutions in fulfilling loan paperwork, eligibility checks and disbursement coordination
• Document and share success stories/best practices and other reports as maybe required
• Facilitate exposure visits and learning exchange for willing women entrepreneurs, who plan for business expansion
• Conduct follow-up visits for the clients supported under the intervention, ensuring adherence to the business plan formalized
• Lead organizing of financial inclusion camps and entrepreneur-financier interface platforms to improve awareness of available financial products, strengthen mutual trust, and facilitate credit uptake for enterprise growth
• Coordinate the on-ground installation of rooftop solar solutions, and conduct regular orientation, awareness, and capacity-building sessions on solar energy technologies, operations, and maintenance for entrepreneurs
• Support the operationalization and effective use of digital tools, online applications, MIS platforms, and monitoring dashboards for project implementation and tracking
• Ensure timely collection, verification, documentation, and reporting of field data
• Flexible to take up additional field tasks or aligned assignments as per project need or as guided by Supervisor

Qualifications

• Graduate degree / diploma in finance, business management, entrepreneurship development, social sciences or any other field.

Experience

• At least 4 years of experience in managing field programs in finance/entrepreneurship/sales and marketing
• Experience of working with women entrepreneurs/SHG women from rural geographies
• Experience of working on microfinance/solar installation projects/B2C (in rural areas) will be a plus

Skills and Competencies

• Strong sense of professional commitment and maturity.
• Attention to details and ability to multi-task.
• Ability to work independently and self-driven
• Excellent oral and written Hindi and English skills
• Knowledge of other local dialects is a plus
• Basic computer proficiency and strong interpersonal skills

Deliverables and Performance Indicators

• Mapping and mobilizing enterprises for credit linkage (10): Number of women entrepreneurs reached, and willingness to growth mapped. Target: Mobilize 20 eligible entrepreneurs per month; Mobilize 60 eligible entrepreneurs per month. Means of Verification: Based on MIS entries on portal
• Capacity building on financial literacy (15): Number of women entrepreneurs trained and counselled as per their business need. Target: 18 mobilized entrepreneurs per month; 54 mobilized entrepreneurs per month. Means of Verification: Based on forms filled on MIS on dissemination
• Ensuring credit linkages (50): Number of entrepreneurs linked with appropriate credit support. Target: 8 credit files facilitated; 22 credit files facilitated. Means of Verification: Sanction/Disbursement letter copy, or detailed information on loan
• Convergence with Govt. Dept. & Financial Inst. & Service Providers (15): Number of stakeholders mapped in each category and regular in-person meetings held with them. Target: 2 weekly meetings with each mapped stakeholder listed; 2 fortnightly meetings per month with each mapped stakeholder listed. Means of Verification: MoM and reporting, engagement records
• Documentation (10): Review of filled entries. Target: Ensure 80% accuracy in MIS entries and 1 success story/month; Ensure 90% accuracy in MIS entries and 1 success story/month. Means of Verification: Monthly review of gaps by MEL/Digital/Program team