Job Title: Field Sales Executive

Location: Pune

Experience:0-1 year

Employment Type: Full-Time

Key Responsibilities

1. Identify potential customers through cold calling, market mapping, and local networking.
2. Meet clients in person to explain personal loan features, interest rates, tenure, and repayment options.
3. Collect and verify financial documents to facilitate the loan application process.
4. Coordinate with credit and operations teams to ensure smooth loan processing and disbursement.
5. Build relationships with local shopkeepers, builders, and chartered accountants to generate referrals.
6. Achieve monthly loan disbursement targets and maintain a healthy sales pipeline.
7. Maintain daily reports of field activities and lead status in the company CRM.

Skills & Requirements

• Good communication and customer-handling skills.
• Ability to communicate in Marathi, Hindi, and English.
• Valid driving licence is mandatory for field visits.
• Comfortable with outdoor sales, fieldwork, and customer meetings.
• Proactive, self-motivated, and target-oriented.
• Basic knowledge of MS Excel and mobile-based CRM applications.

What We Offer

• Opportunity to work with Bajaj Finserv.
• Fixed monthly salary with additional PF benefits.
• Uncapped performance-based incentives.
• Exposure to sales, customer relationship management, and financial services.
• Career growth opportunities in the banking and financial services sector.

1. Handle all incoming and outgoing calls in a prompt, polite, and professional manner.
2. Transfer calls to the appropriate team members, deliver messages accurately, and respond to general inquiries about business hours, services, and location.
3. Ensure all landline numbers are functional and report any issues to the Admin Department without delay.
4. Cross-check CRM inquiries and accurately enter all client details within 30 minutes of receiving the inquiry.
5. Greet visitors, clients, and candidates courteously, guide them to the appropriate department, and maintain the visitor logbook.
6. Keep the reception area clean, organized, and presentable at all times.
7. Support administrative tasks, assist new employees with documentation and joining formalities, and train new joiners on telephone etiquette and front desk procedures.
8. Maintain daily reports accurately, ensure timely call follow-ups, and coordinate effectively with internal teams.

1. Consult with clients over the phone regarding visa-related services and requirements.
2. Resolve client queries and concerns through phone calls and email communication.
3. Provide end-to-end assistance to clients throughout the visa application process.
4. Attend to all client calls, emails, and inquiries in a timely and professional manner.
5. Follow up with clients to ensure all required documents are submitted accurately and on time.
6. Update clients on the status of their visa applications and provide necessary guidance.
7. Maintain accurate records of client interactions and application progress.
8. Deliver excellent customer service and ensure client satisfaction.

Requirements

1. Good communication skills in English, Hindi, and/or Marathi.
2. Strong customer service and client-handling skills.
3. Basic computer knowledge and proficiency in MS Office.
4. Ability to manage emails, documentation, and appointments efficiently.
5. Strong attention to detail and organizational skills.
6. Prior experience in visa processing, customer support, or a similar role is preferred but not mandatory.

1. Identify and acquire new corporate clients.
2. Generate new business opportunities through cold calling, emails, and other digital platforms.
3. Build and maintain strong relationships with prospective clients.
4. Present company products/services and explain their benefits to potential customers.
5. Follow up on leads and convert prospects into clients.
6. Achieve assigned sales and business development targets.
7. Maintain accurate records of client interactions and sales activities.

Requirements

1. Good communication and negotiation skills.
2. Basic knowledge of MS Office and email communication.
3. Prior experience in Sales or Business Development is preferred.
4. Freshers are welcome to apply.