FOS

About the Role

The FOS (Field Officer/Sales) role at Bajaj Finserv is a full-time, on-site position based in Malda.

Key Responsibilities

• Meet prospective and existing customers.
• Explain financial products.
• Assist customers in selecting suitable lending, insurance, or investment solutions.
• Generate leads.
• Follow up on inquiries.
• Complete documentation.
• Ensure timely processing of applications.
• Work closely with branch and regional teams to achieve sales targets.
• Maintain compliance with company policies.
• Provide consistent service quality.
• Maintain accurate records of customer interactions.
• Monitor market trends.
• Share feedback to improve products and processes.

Requirements & Tech Stack

• Sales and customer relationship skills.
• Ability to engage, explain financial products clearly, and convert leads to successful business.
• Basic understanding of lending, insurance, and investment products, or willingness to learn.
• Effective communication and interpersonal skills in English and local languages.
• Professional, customer-focused manner.
• Good organizational and documentation abilities.
• Attention to detail.
• Comfort with field work and regular customer visits in and around Malda.
• Ability to work independently to meet targets.
• Basic computer literacy, including use of mobile apps and CRM or sales tracking tools.
• Strong ethical and compliance mindset.

Qualifications

• Minimum educational qualification of a high school diploma.
• A bachelor’s degree in business, finance, commerce, or a related field is advantageous.
• Prior experience in financial services, retail banking, insurance, or direct sales is preferred but not mandatory.