Building a Solid Sales Portfolio in a FinTech BPO

A collection of items displaying one’s sales expertise and skills is called a sales portfolio. A salesperson can utilize it to gain new clients or to assist land a sales job, whereas any salesperson can benefit from having a strong sales portfolio. A sales portfolio is a well-balanced documentation of written and visual content, which can be classified as an absolute necessity for every salesperson; digging further into the subject of a sales portfolio it can be considered as the resume or the cover letter that decides the future of the career of a salesperson.

Need of Salespersons in a FinTech BPO

Any FinTech BPO would see it as essential to have salespeople because they oversee generating new leads and closing deals. Additionally, they can oversee nurturing relationships with customers and making sure they are happy with the services received. Salespeople are responsible for identifying potential customers and qualifying them. They then use their sales skills to convince these potential customers to become paying clients; furthermore, as the FinTech industry itself can be a complex puzzle that changes frequently, salespeople are the ideal type of workforce that would need to grasp the related knowledge about the industry.

How to Build a Sales Portfolio Within a FinTech BPO?

Despite the importance and significance of a sales portfolio being a necessity for a salesperson who operates on the FinTech platform, it is not as easy as building a traditional portfolio. In contrast creating a portfolio that is exclusive to sales and to a FinTech BPO could be the longest trial and error procedure that a salesperson would need to take part in their whole sales career. Therefore, going through a divergent process of making a FinTech sales portfolio can be a quick guide;

  • Recognize the FinTech sector - Knowing the market is the first step to creating a profitable sales portfolio in the FinTech sector. This entails being aware of the many categories of FinTech businesses, the products, and services they provide, and the difficulties they encounter. By reading industry publications, going to industry events, and speaking with industry professionals, an amateur salesperson can get the anticipated knowledge about the FinTech sector.

  • Create a robust network - In any sales position, networking is crucial for success, but in the FinTech industry this is especially true. This is because the FinTech sector is still noticeably young and numerous new businesses and products are constantly being introduced. One can find out about new opportunities, be introduced to potential clients, and develop connections with people who can support one’s success by networking with others in the business.

  • Develop expertise in a specific FinTech service – A salesperson must have authority over the type of product or service that they are offering to the customers. This entails being well informed about it, from its characteristics and advantages to its market competition, and the more knowledgeable salespeople are about their product or service, the more assured they will sound while speaking with prospective customers.

  • Take time to listen - Being a good listener is one of the most crucial abilities a salesperson should possess. This is being able to listen to the requirements and worries of potential clients before customizing their pitch to meet those needs. It is critical to pay close attention, follow up with inquiries, and take notes while listening to potential clients.

  • Be tenacious - The game of numbers in sales in surreal. The more individuals a salesperson speaks with, the more probable it is that they will close a deal. So, if a contract does not close immediately, simply keep talking to people, and await patiently for the results to flow eventually.


Building a sales portfolio in FinTech takes time and effort, but it is possible for a salesperson to create their own FinTech blog, volunteer for a FinTech NGO, or join a FinTech group. Participating in the FinTech community can benefit one’s ability to network with other industry professionals, discover new possibilities, and keep up with emerging trends.