Sales Officer

About the Role

The Sales Officer role is a full-time, on-site position based in Navi Mumbai. The Sales Officer will identify and pursue new business opportunities, generate leads, and manage the end-to-end sales process for Pocketfriendly Financial Services Pvt Ltd's financial products and services.

Key Responsibilities

• Engage with prospective and existing customers.
• Explain product features and benefits.
• Address customer queries.
• Provide high-quality service throughout the sales cycle.
• Maintain sales records.
• Coordinate with internal teams to ensure smooth operations.
• Support channel partners where applicable.
• Meet sales targets.
• Participate in local marketing or outreach initiatives.
• Represent the brand professionally in all customer interactions.

Requirements & Tech Stack

• MS Office or similar tools for reporting and maintaining customer records.
• Familiarity with CRM systems is an advantage.

Qualifications

• Strong customer-facing skills, including Customer Service and Communication, with the ability to build trust and maintain long-term relationships.
• Experience in Lead Generation and Sales Operations, including prospecting, follow-ups, and maintaining accurate sales documentation.
• Exposure to Channel Sales or partner-based selling models, with the ability to collaborate effectively with external stakeholders.
• Basic understanding of financial products and services, and the ability to explain them clearly to diverse customer groups.
• Proven ability to work towards sales targets, prioritize tasks, and manage time effectively in a fast-paced environment.
• Comfort working on-site in Navi Mumbai, with flexibility to travel locally for client meetings or partner visits as needed.
• Minimum of a high school diploma; a bachelor’s degree in business, finance, or a related field is preferred but not mandatory.