GITESH PATLE

• Sales Strategy & Target Achievement
  Develop and execute territory-wise plans to onboard new merchants with Findi Pay’s digital payment solutions (AEPS Money Transfer QR, micro-ATMs, white-label ATMs), leveraging the network of rural and semi-urban outlets
• Route and Team Management
  Map and plan field journeys, coordinate with field staff or business development representatives, and track daily/weekly sales activities and targets across your region.
• Client Acquisition & Relationship Management
  Identify target accounts, manage the sales pipeline, conduct cold calls or field visits, negotiate contracts, and ensure smooth deployment of hardware and onboarding.
• Product Demonstration & Training
  Educate merchant staff on FindiPay’s offerings—ATM solutions, AEPS Money Transfer UPI/QR payments—and provide field-level training to ensure correct usage.
• Market & Competitor Analysis
  Monitor adoption rates, transaction volumes, and competitor offerings in the territory, providing actionable insights for product or strategy refinement.
• Collaboration with Operations & Support
  Work closely with KYC, risk, integration, and operations teams to ensure seamless onboarding and compliance, resolving field issues proactively.
• Reporting & Forecasting
  Maintain up-to-date sales records, territory forecasts, and performance dashboards; report progress against targets to managerial leadership.

• Field Operations Oversight
  Supervises field executives and customer service points (CSPs), ensuring they achieve targets for micro‑banking enrollment, cash‑in/out, loan facilitation, etc.
• Team and Stakeholder Coordination
  Acts as liaison between district‐level field staff and senior management or banking partners. Conducts field visits, provides training, support, and troubleshooting.
• Reporting & Monitoring
  Maintains records of CSP performance, daily operations, issues, and escalates concerns. Submits periodic (daily/weekly/monthly) activity and performance reports. .
• Process Compliance
  Ensures adherence to micro‑banking procedures, RBI and BC protocol, and asset management (devices, documentation).
• Training & Capacity Building
  Coordinates training for CSPs and new team members on banking processes, technical tools, customer engagement, and compliance protocols.

Team Leadership & Management Business Growth & Merchant Acquisition Training & Development Operational Oversight & Compliance Performance Tracking & Reporting

• Working as a Team leader for PhonePe Pvt. Ltd.
• Supervise and lead a team of ~5–20 frontline freelancers or full-time sales associates, depending on the role type (Field Sales, Business Development)
• Assign tasks, monitor KPI performance (e.g. merchant acquisition targets, UPI leads, device installations)
• Drive team engagement through regular communication, weekly/monthly incentive programs, and strategy updates
• Lead merchant onboarding efforts—QR, sound‑box, lending, gateway services; ensure devices and collateral are installed, collected, and well-managed .
• Build and manage a sales pipeline, engage decision-makers (CXOs), negotiate contracts, and deploy strong business development tactics
• Monitor market trends, assess competitors, and optimize market penetration strategies .
• Onboard and train team members on new product launches, sales processes, and operational standards
• Continuously assess skill gaps, provide mentoring, and help the team reach targets effectively
• Ensure proper handling and deployment of company assets (devices, sound‑boxes) with minimal loss .
• Adhere to quality and safety protocols, especially in field operations
• Manage device branding and collateral according to PhonePe’s standards and guidelines.
• Use tools and trackers supplied by PhonePe to submit accurate, timely reports—daily, weekly, monthly.
• Customer/Merchant Protection
  Clearly communicate all fees, terms, and conditions. Ensure merchants fully understand products like loans, gateway charges, UPI benefits.

• Merchant/onboarding new outlets Visit shops to enroll merchants for QR‑payments, Saving Bank accounts, and third‑party insurance products
• Sales & target achievement Promote services (wallet, insurance, Saving Bank accounts), hit daily/monthly targets, and report progress
• Territorial coverage & onboarding Map vendor locations, cover a catchment area via two‑wheeler, aim for minimum onboarding and activation quotas daily
• Market intelligence
  Regularly gather feedback about competitors, pricing, and merchant issues .
• Reporting & compliance
  Submit daily visit/activation reports and adhere to bank policies and procedures.