Sales Executive

Alpha Funding; Vapi; On-site; INR 279,000 - 502,000; Full time

Job summary

Alpha Funding is seeking a dynamic Sales Executive to drive client acquisition and product presentations in Vapi, focusing on loans and insurance. You will guide customers through applications and approvals, building trust and delivering clear guidance.

Responsibilities include lead generation, calls and in-person meetings, explaining benefits, maintaining records, and collaborating with teams to meet targets with ethical, customer-centric service.

Qualifications

• Proven sales and business development skills with target attainment.
• Strong communication and interpersonal skills.
• Customer service orientation and ability to build trust.
• Basic financial literacy and understanding of loans/insurance.
• On-site work in Vapi with structured lead follow-ups.
• Experience with CRM tools and standard office software.
• Prior experience in retail banking, NBFCs, or insurance sales is an advantage.
• Minimum high school diploma; bachelor’s degree preferred.

Responsibilities

• Generate leads and conduct sales calls and in-person meetings.
• Present loan and insurance products and guide customers through the application and approval process.
• Explain product benefits and terms, and maintain accurate records of interactions.
• Collaborate with internal teams to ensure smooth processing and follow up on pending documentation.
• Aim to meet or exceed sales targets while delivering professional, compliant service.

Skills

Sales & business development

Communication

Customer service

Financial literacy

Time management

Interpersonal skills

Lead follow-up

Education

High school diploma

Bachelor’s degree in business/finance

Tools

CRM tools

Office software

Job description

Company Description

Alpha Funding is a financial services provider focused on offering accessible loans and insurance solutions tailored to individual and business needs. The company aims to help clients strengthen their financial position through customized support and clear guidance. Alpha Funding emphasizes trust, transparency, and customer-centric service in all interactions. Team members work closely with clients to understand their goals and provide suitable products that help elevate their financial well-being.

Role Description

This is a full-time, on-site Sales Executive role based in Vapi. The Sales Executive will be responsible for identifying potential clients, presenting loan and insurance products, and guiding customers through the application and approval process. Daily tasks include generating leads, conducting sales calls and in-person meetings, explaining product benefits and terms, and maintaining accurate records of customer interactions. The role also involves collaborating with internal teams to ensure smooth processing, following up on pending documentation, and meeting sales targets while delivering professional and ethical customer service.

Qualifications

• Proven sales and business development skills in financial services or a related sector, with the ability to meet and exceed targets.
• Strong communication and interpersonal skills, including clear presentation, negotiation, and active listening abilities.
• Customer service orientation with the ability to build trust, handle queries, and provide guidance in a professional manner.
• Basic financial literacy and understanding of loans, insurance products, and related documentation processes.
• Ability to work on-site in Vapi, manage time effectively, and handle multiple leads and follow-ups in a structured manner.
• Comfort with using computers, CRM tools, and standard office software to track leads and maintain records.
• Prior experience in retail banking, NBFCs, or insurance sales is an advantage.
• Minimum of a high school diploma; a bachelor’s degree in business, finance, or a related field is preferred.