Tred+ : Sales Associate/Executive - Finance

About the Role

We are seeking dynamic, self-motivated professionals to join our team. This role combines client-facing sales activities with market research to understand customer preferences for products like Fixed Deposits (FDs), Recurring Deposits (RDs), and other investment options. Ideal for fresh graduates eager to learn or professionals with up to 2 years of experience looking to grow in the fintech industry.

Key Responsibilities

Conduct door-to-door or field surveys to gather customer insights and investment preferences

Build and maintain positive relationships with customers and local business owners

Collaborate with the sales team to strategize and improve outreach efforts

Accurately record, analyze, and share data collected during surveys

Represent the company professionally in the field and during client interactions

Support lead generation and new business initiatives through direct engagement

Who Can Apply

Bachelor’s degree (completed or pursuing final year) in Business, Finance, Marketing, or related field

0–2 years of experience in sales, marketing, market research, or customer-facing roles (freshers welcome)

Strong communication and interpersonal skills; proficiency in Gujarati is an advantage

Organized, detail-oriented, and comfortable working both independently and in a team

Willingness to travel within the designated area for surveys and client visits

What We Offer

Hands-on exposure to the growing fintech sector

Opportunity to develop professional skills, business networks, and industry knowledge

Supportive work environment that values new ideas and initiative

Potential for a pre-placement offer (PPO) or career advancement based on performance