Company Description Bajaj Finserv, founded in April 2007, is the financial services arm of the Bajaj Group and one of India’s fastest-growing, most diversified non-banking financial companies (NBFCs). The organization operates across lending, insurance, and wealth advisory, offering 24 products across 12 product lines. Its philosophy of “never settle for good, go for great” drives continuous innovation and customer-centric solutions.

With a footprint that spans the length and breadth of India, Bajaj Finserv provides employees with opportunities to grow in a energetic, nationwide financial ecosystem.

Role Description The Sales Executive role is a full-time, on-site position based in Bareilly.

The Sales

Executive is responsible for generating and converting leads, presenting suitable lending, insurance, and wealth advisory products, and managing the end-to-end sales cycle. Daily activities include meeting prospective and existing customers, understanding their financial needs, explaining product features and benefits, completing documentation, and coordinating with internal teams to ensure smooth processing. The role also involves achieving sales targets, maintaining accurate records in CRM systems, conducting follow-ups,



and participating in local marketing or outreach activities to expand the customer base.

The Sales

Executive collaborates closely with branch staff and management to ensure high customer satisfaction and adherence to company policies and regulatory requirements.

Qualifications

- Strong sales and negotiation capabilities, with the ability to identify customer needs and match them to appropriate financial products.
- Customer service and relationship management skills, including active listening, clear communication, and a consultative approach.
- Basic financial literacy and understanding of consumer lending, insurance, and investment products or willingness to learn quickly.
- Proficiency in using MS Office and digital tools, along with the ability to maintain accurate records and work with CRM or sales tracking systems.
- Bachelor’s degree in Business, Finance, Marketing, or a related field preferred; relevant sales experience in financial services or retail banking is an advantage.
- Ability to work on-site in Bareilly, manage field visits, and adapt to a fast-paced, target-driven environment.
- Fluency in English and local language, with strong interpersonal skills and a commitment to ethical, non-discriminatory customer interactions.

📌 Sales Executive (Bareilly)
🏢 Bajaj FinServ
📍 Bareilly