Field Sales Executive

Planet Solutions; Mumbai; Hybrid; INR 350,000 - 550,000; Full time

Job summary

Planet Solutions is seeking a motivated Field Sales Executive to promote CASA products in the Mumbai region. You will target customers, conduct field visits, and build client relationships to drive sales and company growth.

Key duties include maintaining CRM records, collaborating with marketing for customer acquisition, and providing market feedback to shape offerings. Strong communication and teamwork are essential for success in this role.

Qualifications

• Experience in field sales, preferably in financial services or banking.
• Strong understanding of CASA products and the banking sector.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong organizational skills and attention to detail.

Responsibilities

• Identify and target potential customers in the assigned region to promote CASA products.
• Conduct field visits to engage with clients, understand their needs, and provide tailored solutions.
• Achieve sales targets and contribute to the overall growth of the company.
• Maintain accurate records of sales activities and customer interactions in the CRM system.
• Collaborate with the marketing team to develop strategies for increasing brand awareness and customer acquisition.
• Provide feedback on market trends and customer preferences to help shape product offerings.

Skills

CASA products knowledge

Field sales experience

Communication skills

Independent work

Organization skills

Job description

We are seeking a motivated and results-driven Field Sales Executive to join our team in the Mumbai region. The ideal candidate will be responsible for promoting and selling our CASA (Current Account and Savings Account) products to potential customers. This role requires a proactive approach to sales, excellent communication skills, and the ability to build strong relationships with clients.

Key Responsibilities

• Identify and target potential customers in the assigned region to promote CASA products.
• Conduct field visits to engage with clients, understand their needs, and provide tailored solutions.
• Achieve sales targets and contribute to the overall growth of the company.
• Maintain accurate records of sales activities and customer interactions in the CRM system.
• Collaborate with the marketing team to develop strategies for increasing brand awareness and customer acquisition.
• Provide feedback on market trends and customer preferences to help shape product offerings.

Required Skills

• Strong understanding of CASA products and the banking sector.
• Proven experience in field sales, preferably in financial services or banking.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong organizational skills and attention to detail.

If you are passionate about sales and have a drive to succeed, we encourage you to apply for this exciting opportunity to make a significant impact in our organization.