Financial Sales Executive

Job description : Role Overview

The Saripay Sales Executive is a field-based sales professional responsible for acquiring new MSME (micro, small, and medium enterprise) customers for Saripay. The role focuses on customer engagement, pitching products, and closing acquisitions through direct field sales, booth activations, and lead follow-ups from our central database. Sales Executives will serve as the frontline ambassadors of Saripay, ensuring that every interaction drives trust, credibility, and customer acquisition.

Key Responsibilities

Customer Acquisition & Sales

Engage directly with MSMEs to pitch Saripay products and services.

Convert leads provided by the central database into active customers.

Manage booth activations and maximize sign-ups during partner events or in-store activations.

Conduct product walkthroughs and support customers through the application / onboarding process.

Relationship Building

Build rapport with MSME owners, understanding their needs and positioning Saripay as a valuable financial partner.

Serve as the first point of contact for prospects, ensuring a professional and helpful experience.

Reporting & Pipeline Management

Maintain accurate and timely records of daily sales activity, customer interactions, and conversions in the CRM system.

Share customer feedback and insights to help improve acquisition strategies.

Team Collaboration

Coordinate with Field Sales Supervisors and the central acquisition team to align on acquisition strategies and monthly targets.

Participate in sales huddles and training to continuously improve performance.

Key Performance Indicators (KPIs)

Number of new MSME accounts acquired weekly / monthly.

Conversion rate from leads to active accounts.

Performance during booth activations (sign-ups per event).

Quality and completeness of customer KYC and onboarding documentation.

Qualifications

Bachelor’s degree required, preferably in Business Administration, Marketing, Finance, or a related field. An undergraduate degree is mandatory with experience in top tier banks or fintech is preferred.

Basic understanding of credit principles and financial statements.

At least 1 year of sales, field marketing, or customer-facing experience (fresh graduates with strong potential may be considered).

Strong communication and interpersonal skills, with the ability to confidently pitch to MSME owners.

Goal-oriented, proactive, and resilient under pressure.

Willing to travel and conduct fieldwork regularly. 100% field and travel.