FIELD EXECUTIVE

As a Field Executive, you will be responsible for on-ground client interactions, lead generation, and supporting the sales team in driving business.

You’ll be the first point of contact between SmartFP and potential clients. 

· Visit assigned areas to identify and approach potential clients.

· Fill feedback forms and generate leads through direct interaction and local networking.

· Brief clients about financial products and services.

· Fix appointments for senior advisors / sales team.

· Ensure scheduled meetings are attended and followed up.

· Support the team in maintaining daily activity targets.

· Capture client details accurately.

· Maintain basic records of leads and interactions.

· Represent SmartFP professionally in the field.

· Build trust and positive first impressions.

· 12th pass/ Graduate (any stream)

· 0–2 years of experience (freshers welcome)

· Comfortable with field work and travel

· Good communication and basic persuasion skills

· Energetic, disciplined and target-driven

· Performance-based incentives on lead generation. ₹50/Lead (Form)

· Opportunity to increase earnings with higher activity

· Travel allowance or reimbursement (as per project).
· Mobile/data allowance (if required).
· ID and Visiting Card provided for field activity.
· Basic product and communication training

· On-field guidance from team leaders

· Clear daily targets and activity structure

· Location: Lower Parel West, Mumbai

· 6-day work week | 09:00 AM - 06:00 PM| Field-based role

· High mobility and active work profile

· Monthly team activities and recognition programmes

Field Executive → Sales Executive → Business Development Manager → Team Leader

Strong performers can move into core sales roles within 12 months