Field Associate - Fintech
Field Associate - Fintech
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Job Description
About the Role:
We are seeking dynamic freelance field executives to represent Vayana Network a leading fintech company and promote its Channel Financing Facility. You will be responsible for meeting potential clients (SMEs vendors or distributors) pitching the financing solution and facilitating their onboarding process by collecting necessary business documentation.
Key Responsibilities:
1. Meeting Scheduling
Coordinate with the central team or client point of contact (POC) to fix meetings with identified businesses.
2. Client Visit & Product Pitch
Visit assigned client locations as per the schedule.
Present and explain Vayana s Channel Financing product to the finance/operations decision-makers.
close high-ticket policies in the range of 25 lakhs to 5 crores.
Use pitch decks product documents and FAQs to support your conversation.
Explain repayment structure benefits eligibility and onboarding steps in a clear and confident manner.
3. Lead Conversion & Onboarding
Encourage interested businesses to sign up for the financing facility.
Collect key documents such as KYC financial statements ITRs bank statements and GST returns.
Ensure accurate handover of documents to the central processing team for further verification and activation.
Eligibility Criteria:
Bachelor s degree (Commerce/Finance preferred)
Pref 1 year of experience in field sales B2B outreach or onboarding roles
Strong verbal communication and interpersonal skills
Familiarity with basic business documents (KYC financials etc.)
Ability to travel locally and manage client interactions independently
Why Join Us
Flexible freelance opportunity
Attractive earnings per successful onboarding
Backed by Vayana Network a reputed fintech brand
Training pitch materials and backend support provided
Apply Now & Start Your Freelance Journey in Fintech!
Benefits
Earnings : 7000-10000 / per closure
Incentives for higher premium policies
Key Responsibilities: 1. Meeting Scheduling Coordinate with the central team or client point of contact (POC) to fix meetings with identified businesses. 2. Client Visit & Product Pitch Visit assigned client locations as per the schedule. Present and explain Vayana s Channel Financing product to the finance/operations decision-makers. Use pitch decks, product documents, and FAQs to support your conversation. Explain repayment structure, benefits, eligibility, and onboarding steps in a clear and confident manner. 3. Lead Conversion & Onboarding Encourage interested businesses to sign up for the financing facility. close high-ticket policies in the range of 25 lakhs to 5 crores. Collect key documents such as KYC, financial statements, ITRs, bank statements, and GST returns. Ensure accurate handover of documents to the central processing team for further verification and activation. Eligibility Criteria: Bachelor s degree (Commerce/Finance preferred) Pref 1+ year of experience in field sales, B2B outreach, or onboarding roles Strong verbal communication and interpersonal skills Familiarity with basic business documents (KYC, financials, etc.)
Employment Type
Full Time
