Field Sales Executive

Planet Solutions; Chennai; On-site; INR 250,000 - 450,000; Full time

Job summary

Planet Solutions in Tamil Nadu is seeking a motivated Field Sales Executive to promote CASA products and services. The role focuses on building relationships with clients, understanding financial needs, and delivering tailored solutions through active field engagement.

You will conduct field sales to generate leads, close deals, and collaborate with the sales team to meet targets. Strong communication, independence and a customer-centric approach are essential for success in this role.

Qualifications

• Strong knowledge of CASA products, including current and savings accounts.
• Proven sales experience in financial services is preferred.
• Excellent communication and interpersonal abilities.
• Ability to work independently and as part of a team.
• Customer-centric mindset with problem-solving skills.

Responsibilities

• Engage with potential clients to promote CASA products and services.
• Conduct field sales activities to generate leads and close sales.
• Build and maintain strong relationships with existing and prospective clients.
• Understand customer requirements and provide appropriate financial solutions.
• Collaborate with the sales team to achieve sales targets and objectives.
• Maintain accurate records of sales activities and customer interactions.
• Stay updated on market trends and competitor offerings to position products effectively.

Skills

CASA products knowledge

Sales experience

Communication skills

Interpersonal skills

Customer-centric approach

Job description

We are seeking a motivated and results-driven Field Sales Executive to join our team in Tamil Nadu. The ideal candidate will be responsible for promoting and selling our financial products, including CASA (Current Account and Savings Account) offerings. This role requires a strong focus on building relationships with clients and understanding their financial needs to provide tailored solutions.

Key Responsibilities:

• Engage with potential clients to promote CASA products and services.
• Conduct field sales activities to generate leads and close sales.
• Build and maintain strong relationships with existing and prospective clients.
• Understand customer requirements and provide appropriate financial solutions.
• Collaborate with the sales team to achieve sales targets and objectives.
• Maintain accurate records of sales activities and customer interactions.
• Stay updated on market trends and competitor offerings to effectively position our products.

Required Skills:

• Strong knowledge of CASA products, including current and savings accounts.
• Proven sales experience, preferably in the financial services sector.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and a customer-centric approach.
• Familiarity with sales techniques and strategies.

If you are passionate about sales and have a keen interest in financial products, we encourage you to apply for this exciting opportunity to grow your career in field sales.