Relationship Executive / Sales Officer (Bengaluru)

Relationship Executive / Sales Officer (Bengaluru)

25 Aug
|
Bajaj FinServ
|
Bengaluru

25 Aug

Bajaj FinServ

Bengaluru

Company Description Bajaj Finserv, founded in April 2007, is the financial services arm of the Bajaj Group and one of India’s fastest-growing and most diversified non-banking financial companies (NBFCs). The organization focuses on delivering great value through a broad portfolio spanning lending, insurance, and wealth advisory services.

With 24 products across 12 product lines, Bajaj Finserv offers a wide range of financial solutions tailored to diverse customer needs. Its presence extends across the length and breadth of India, providing opportunities to work in a dynamic and growth-oriented environment.

Role Description The Relationship Executive / Sales Officer is responsible for generating recent business and managing customer relationships for Bajaj Finserv’s financial products. This is a full-time, on-site role based in Bengaluru South, involving regular interactions with existing and prospective customers to understand their requirements and recommend appropriate lending, insurance, or investment solutions.

Day-to-day responsibilities include achieving sales targets, conducting field visits, following up on leads, and ensuring timely completion of documentation and onboarding processes. The role also involves maintaining accurate records in internal systems, coordinating with branch and operations teams,



and providing post-sales support to enhance customer satisfaction and retention. The position requires proactive market awareness and consistent compliance with company policies and regulatory guidelines.

Qualifications

- Demonstrated ability in sales, business development, or customer-facing roles, preferably in financial services or banking.
- Strong relationship-building, communication, and negotiation skills to engage with diverse customer segments.
- Comfort with fieldwork, local travel within Bengaluru South, and working toward monthly and quarterly performance targets.
- Basic understanding of lending, insurance, or investment products; willingness to learn and stay updated on offerings.
- Proficiency in using mobile apps and basic computer tools for lead management, reporting, and documentation.
- Minimum educational qualification of a bachelor’s degree in any discipline; a specialization in finance, commerce, or business is an advantage.
- Ability to work collaboratively with branch, operations, and support teams while maintaining high ethical and compliance standards.
- Prior experience in NBFCs, banks, or insurance companies in the Bengaluru market is beneficial but not mandatory.

📌 Relationship Executive / Sales Officer (Bengaluru)
🏢 Bajaj FinServ
📍 Bengaluru

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