Bajaj Capital Ltd
Website:
bajajcapital.com
Job details:
Company Description Bajaj Capital Ltd is a leading financial services company in India with over 60 years of experience in helping individuals protect and grow their wealth. The organization focuses on need-based, value-driven solutions and aims to build long-term client relationships through a motivated and collaborative team. Bajaj Capital offers a diverse range of financial products, ensuring clients have access to multiple avenues for investment and wealth creation. With a strong emphasis on safety, research, and mentorship, the company is committed to acting in the best interests of its clients and supporting their journey toward significant financial growth.
Role Description The Sales Executive role is a full-time, on-site position based in Bhopal. In this role, the Sales Executive will identify prospective clients, present suitable financial products, and provide personalized investment recommendations aligned with client needs and risk profiles. The Sales Executive will conduct regular follow-ups, maintain detailed records of client interactions, and work toward achieving monthly and quarterly sales targets. Daily responsibilities include coordinating with internal teams to process applications, resolving client queries, and ensuring high standards of service and compliance. The role also involves participating in promotional activities, local events, and training sessions to enhance product knowledge and sales effectiveness.
Qualifications
- Candidates should possess strong communication and interpersonal skills, with the ability to build trust-based client relationships.
- Candidates should possess sales and negotiation skills, including lead generation, closing deals, and working toward defined targets.
- Candidates should possess basic financial literacy and an understanding of investment products such as mutual funds, insurance, and fixed-income instruments.
- Candidates should possess skills in customer service, problem-solving, and handling client queries professionally and efficiently.
- Relevant qualifications such as a bachelor’s degree in business, finance, or a related field are beneficial.
- Prior experience in financial services, banking, or retail sales is an advantage but not mandatory.
- Candidates should be comfortable working on-site, have basic computer proficiency, and be able to maintain accurate documentation and reports.
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