Sales Executive

Job Overview

• Role: Sales Executive - Field (CASA / Liabilities)
• Industry: Nidhi Company / Non-Banking Financial Services (NBFC)
• Location: Field-based (Local Catchment / Market Territory)
• Employment Type: Full-Time
• Primary Focus: New customer acquisition for Savings and Current accounts, collection of daily deposits, and local market mapping

Key Responsibilities

• Field Acquisition: Conduct daily outdoor market visits, cold-calling, and direct door-to-door pitches to local shopkeepers, small businesses, traders, and individual residents to open Current and Savings Accounts.
• Target Achievement: Meet and exceed monthly and quarterly targets for new-to-firm (NTF) account numbers, average daily balances (ADB), and total deposit volumes.
• KYC & Documentation Compliance: Collect, verify, and process Know Your Customer (KYC) documents and account opening forms strictly according to regulatory guidelines and Nidhi company policies.
• Customer Onboarding: Deliver welcome kits (passbooks, membership forms, account details) and assist clients with initial activation and digital/cash deposit transactions.
• Cross-Selling: Promote other financial instruments offered by the Nidhi company, such as Recurring Deposits (RD), Fixed Deposits (FD), Daily Deposit Schemes , and small loans.
• Relationship Management: Maintain continuous contact with key local accounts and depositors to secure renewals, referrals, and long-term customer retention.
• Market Mapping: Identify high-potential commercial hubs, local markets, and residential clusters to expand the footprint and brand awareness of the Nidhi company

Required Skills & Qualifications

• Education: 10-12th.
• Experience: Fresher Can Also Apply
• Field Mobility: High energy, comfort with extensive daily field travel within the local territory, and possession of a two-wheeler with a valid license.
• Communication: Strong local language fluency and persuasive interpersonal communication skills to build quick rapport with local merchants.
• Target Orientation: High drive for results, resilience against rejection, and motivation driven by performance incentives.