Sales Associate

About the Role

This is a full-time, on-site Sales Associate role based in Kolkata.

Key Responsibilities

• Engage with customers to understand their financial needs and recommend suitable products across lending, insurance, and wealth advisory offerings.
• Meet sales targets.
• Generate and qualify leads.
• Conduct product demonstrations.
• Maintain long-term customer relationships.
• Coordinate with internal teams for smooth onboarding, documentation, and post-sales support.
• Ensure compliance with regulatory and company policies.
• Track market trends.
• Provide feedback to improve offerings.
• Represent Bajaj Finserv professionally in all customer interactions.

Qualifications

• Strong sales and customer relationship skills, including prospecting, negotiation, and closing abilities.
• Communication and interpersonal skills, including clear verbal and written communication and active listening.
• Basic financial acumen and product understanding to explain lending, insurance, and wealth advisory solutions accurately.
• Organizational and documentation skills, including attention to detail and the ability to manage multiple customer accounts.
• Bachelor’s degree in business, finance, commerce, or a related field is preferred.
• Prior experience in retail sales or financial services is beneficial.
• Familiarity with local markets in Kolkata.
• Ability to work in a target-driven environment.
• Ability to use CRM or sales tracking tools.
• Ability to uphold high ethical and compliance standards.