Role Title: Sales Executive
Department: Finserv
Location: Pune
Work mode: Onsite
Employment Type: Full Time
About udChalo: udChalo is a leading consumer technology company dedicated to serving India’s armed forces personnel and their families. Founded in 2012, we simplify access to essential services like Housing, Travel, Financial Services, and E-Commerce for the defense community with a focus on Making Life Simpler for Our Soldiers.
With a strong customer base of over 8,00,000+ users, we are proud to make life simpler for our soldiers through innovation, affordability, and trust.
Why udChalo?
At udChalo, we don’t just offer jobs—we offer meaningful careers rooted in purpose. With a bold vision of making life simpler for our soldiers, we proudly serve the Defence community under our guiding motto: “Service for Services.”
What sets us apart is our vibrant, open, and collaborative work culture built on core values that truly matter
Join a team of passionate, young professionals in a fun-filled environment where every voice is heard and every idea has the potential to make an impact. Whether you're looking to grow your skills, take on new challenges, or build a long-term career, udChalo offers the learning, growth, and purpose you are looking for.
Role Overview:
As a Field Sales Executive to drive customer acquisition and sales of financial products such as credit cards, personal loans, home loans, and insurance. The role involves engaging with walk-in customers, generating and following up on leads, explaining product benefits and eligibility, assisting customers with digital applications and KYC processes, and ensuring successful conversions.
Key Roles and Responsibilities:
- 1–3 years of field sales experience, preferably in credit cards, personal loans, insurance, banking, fintech or telecom.
- Strong face-to-face sales and product-pitching ability.
- Ability to approach walk-in customers and identify suitable banking-product opportunities.
- Basic understanding of credit cards, personal loans, home loans and insurance.
- Ability to explain eligibility, fees, benefits, interest rates and required documents clearly.
- Lead generation, follow-up and conversion skills.
- Basic knowledge of KYC documents, CIBIL score and application processes.
- Comfortable assisting customers with digital application forms, document uploads and video KYC.
- Good communication in Hindi and the local language; basic Hindi is desirable.
- Ability to build relationships with Nodal Managers and coordinate with telecallers and banking partners.
- Basic Excel, WhatsApp, email and CRM knowledge.
- Target-oriented, disciplined and comfortable working independently.
- Willingness to conduct local visits, awareness activities and customer camps when required.
- High integrity and strict handling of confidential customer information.
- No false commitments or misselling of financial products.
Qualification:
- Education: Bachelor’s degree in sales marketing or Business Administration or Business Management.
Experience Required:
- 0 – 2 years relevant experience (especially in banking or similar industry)
Technical Requirements:
Mandatory:
- Basic proficiency in MS Excel for maintaining sales and customer data.
- Working knowledge of CRM tools for lead tracking and follow-ups.
- Proficiency in WhatsApp and email for customer communication.
- Ability to use digital application platforms for form filling and document uploads.
- Basic knowledge of KYC and e-KYC processes.
- Familiarity with CIBIL score and basic credit assessment.
- Ability to assist customers with video KYC and digital onboarding.
Preferred:
- Experience with banking or fintech CRM platforms.
- Exposure to digital lending, credit-card, loan, or insurance platforms.
- Knowledge of banking partner portals and lead-management systems.
- Intermediate MS Excel skills, including filters, sorting, and basic formulas.
- Experience in MIS reporting and sales performance tracking.
Key Competencies:
Mandatory:
- Strong communication and interpersonal skills
- Customer-centric approach
- Persuasion and influencing skills
- Relationship-building ability
- Result-oriented and target-driven mindset
- Ownership and accountability
- Resilience and ability to handle rejection
- Integrity and ethical approach
Preferred:
- Adaptability and learning agility
- Strong stakeholder management
- Problem-solving ability
- Self-motivation and initiative
- Team collaboration
- Ability to work effectively under pressure
