Field Specialist

Company Description Team Lease is a workforce solutions and staffing organization that partners with leading companies across India to support their hiring and talent management needs. For this role, Team Lease is collaborating with Bajaj Finance, a prominent non-banking financial company known for its consumer and commercial lending services. Together, they focus on building strong field teams that drive customer engagement and business growth. Applicants can expect structured processes, performance-based development opportunities, and exposure to a fast-paced financial services environment. The partnership emphasizes compliance, customer satisfaction, and professional conduct in all on-site operations.
Role Description The Field Specialist is a full-time, on-site role based in Haridwar, responsible for supporting Bajaj Finance’s customer-facing and field operations. Day-to-day tasks include visiting designated locations, engaging with customers, explaining financial products and services, and assisting with documentation and application processes. The role involves troubleshooting basic customer issues, coordinating with internal teams for timely resolution, and ensuring accurate data collection and reporting. The Field Specialist will also monitor field performance metrics, support local marketing or awareness activities as needed, and adhere to company policies, regulatory guidelines, and safety standards. This position requires consistent on-ground presence, proactive follow-up with customers, and collaboration with branch and regional teams to meet business and service targets.
Qualifications

• Candidates should possess strong Analytical Skills to interpret customer data, assess field performance, and make informed decisions.
• Candidates should possess effective Communication skills to interact clearly with customers, colleagues, and managers in person and over phone or digital channels.
• Candidates should possess solid Troubleshooting skills to identify issues in customer processes, documentation, or service delivery and coordinate appropriate resolutions.
• Candidates should possess Customer Service skills to handle inquiries professionally, maintain a positive customer experience, and build long-term relationships.
• Candidates should possess Training capabilities to guide customers on product usage and assist new team members or partners in understanding procedures.
• Relevant qualifications such as a bachelor’s degree or diploma (preferably in business, finance, or a related field) are beneficial.
• Familiarity with financial products, basic sales practices, and local market dynamics in Haridwar is an advantage.
• Proficiency in using smartphones, basic office software, and digital tools for reporting and communication is preferred.
• Ability to work independently in the field, manage time effectively, and maintain high ethical and professional standards is essential.