🚶♂️ Field Marketing Executive
On-Ground Client Acquisition Strategy for Finotern
50+
Daily Contacts
15+
Quality Leads
5+
Applications
3+
Locations/Day
₹25K+
Monthly Target
Priority Target Locations
Colleges & Universities
Target: Students (18-25), Faculty, Staff
Focus Products: Savings Accounts, Student Credit Cards, Demat Accounts, Education Loans
Corporate Offices
Target: Working Professionals (25-45)
Focus Products: Credit Cards, Personal Loans, Insurance, Investment Products
Business Complexes
Target: Business Owners, Entrepreneurs
Focus Products: Business Loans, Current Accounts, Insurance, Investment Plans
Residential Societies
Target: Families, Working Professionals
Focus Products: Home Loans, Life Insurance, Family Savings Plans, Health Insurance
Shopping Malls
Target: Middle-class Families, Young Adults
Focus Products: Credit Cards, Personal Loans, Vehicle Loans, Insurance
Hospitals & Clinics
Target: Doctors, Medical Staff, Patients' Families
Focus Products: Health Insurance, Personal Loans, Professional Loans, Savings Accounts
Daily Schedule
9:00 AM
Team briefing & material collection
10:00 AM
College/University visits
12:00 PM
Corporate office visits
2:00 PM
Lunch break & lead follow-up calls
3:00 PM
Business complex/Mall visits
5:00 PM
Residential society visits
7:00 PM
Data entry & next day planning
Field Approach Strategy
1
Initial Contact & Permission
Approach reception/security, introduce yourself professionally, ask permission to meet students/employees for financial services.
2
Group Presentation Setup
Request 10-15 minutes for a group presentation in cafeteria/common area. Offer small incentives for participation.
3
Value-First Presentation
Focus on financial education first, then introduce products as solutions. Use comparison charts and real examples.
4
Individual Consultation
Offer personalized advice based on individual needs. Collect contact details for follow-up.
Opening Scripts for Different Locations
🎓 College/University Script
"Hello! I'm [Name] from Finotern, a financial services company. We're conducting a free financial literacy session for students about building credit history, choosing the right bank accounts, and smart investment options. Could I speak with some students for 10 minutes? We also have special student offers from top banks like HDFC, SBI, and Axis Bank."
🏢 Corporate Office Script
"Good morning! I'm [Name] from Finotern. We partner with leading banks to provide exclusive financial products for working professionals. We're offering free financial health check-ups and have special offers on credit cards, personal loans, and investment products. Could I speak with interested employees during their break time?"
🏪 Business Complex Script
"Hello Sir/Madam, I'm [Name] from Finotern. We specialize in business financial solutions including business loans, current accounts, and commercial insurance. We're offering free consultation to help business owners optimize their banking relationships and access better rates. Could I share some information that might benefit your business?"
Essential Field Kit
Smartphone
Lead capture, forms, calculations
Tablet/Laptop
Presentations, application processing
Brochures
Product information, comparison charts
ID Card
Professional identification
Comparison Charts
Product comparisons, rates
Incentives
Pens, notepads, small gifts
Application Forms
Physical backup forms
Power Bank
Device charging backup
Weekly Performance Targets
🔥 Weekly Minimum Targets - Must Achieve!
300+
People Contacted
100+
Quality Leads
35+
Applications
20+
Conversions
15+
Locations Visited
₹6K+
Weekly Revenue
High-Priority Locations
- 🎓Engineering Colleges: Focus on final year students for credit cards and demat accounts
- 🏢IT Companies: High-salary employees for premium credit cards and loans
- 🏥Medical Colleges: Future doctors need education loans and professional insurance
- 🏪Business Hubs: Entrepreneurs need business loans and commercial insurance
- 🏠Gated Communities: Families with stable income for home loans and insurance
Quick Win Strategies
- 🎁Freebies: Offer branded pens, notepads for contact details
- 📊Free Analysis: Provide free CIBIL score check or financial health assessment
- 👥Group Discounts: Special rates for bulk applications from same organization
- ⏰Limited Time: Create urgency with "today only" special offers
- 🏆Referral Rewards: Cash incentives for successful referrals