Field Associate - Fintech

About the Role:

We are seeking dynamic freelance field executives to represent Ongrid, 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.
  

• 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.)
  

• Ability to travel locally and manage client interactions independently
  

Why Join Us?

• Flexible freelance opportunity
  

• Attractive earnings per successful onboarding
  

• Backed by Ongrid, a reputed fintech brand
  

• Training, pitch materials, and backend support provided
  

Apply Now & Start Your Freelance Journey in Fintech!

Benefits