Field Sales Executive

Planet Solutions; Vellore; On-site; INR 180,000 - 240,000; Full time

Job summary

Planet Solutions in Tamil Nadu is seeking a results-driven Field Sales Executive to promote and sell CASA products. The role centers on engaging clients, presenting tailored financial solutions, and achieving sales targets through effective field activities.

Ideal candidates will have strong CASA product knowledge, proven sales experience, and excellent communication skills to build lasting client relationships across the region.

Qualifications

• Knowledge of CASA products (Current and Savings Accounts)
• Proven sales experience, preferably in financial services
• Excellent communication and interpersonal skills
• Ability to work independently and in a team
• Customer-centric approach and problem solving
• Familiarity with sales strategies and targets

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 targets.
• 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

Independent work

Customer-centric approach

Sales techniques

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.