Walk-in Disbursal Account Manager

Key Skills

Document Checking Tele Sales KYC Officer

Job Description

role description

�� candidate with inbound and outbound voice experience in disbursal operations with banking and lending industry.

�� explaining and convincing the customers about the benefits and offers related to the financial products like personal loans & insurance.

�� understanding the needs of customer and helping the customer to complete the loan process and in collecting required information.

�� convincing the customers on submitting financial documents & statements involved procuring personal loans in a timely manner.

�� ability to make customers understand about various repayment setup (nach/e-nach) methods & guide them on the same.

�� convincing the customers on submitting kyc documents & any additional documents as required by credit/risk functions.

�� pitching & cross selling of insurance products to customers by explaining the benefits and processes involved in insurance activation.

�� verifying all submitted documents and details and guiding the customers throughout the

process.

�� following up with prospects and engaging them multiple times to fulfill their financial needs

�� demonstrate appropriate sense of urgency and adaptability in response to changing business

needs.

�� ability to maintain composure in critical situations & deliver target-oriented results

attributes we are looking for:

��1+ years of work experience in tele sales and relationship manager role with financial service based company.

�� strong interpersonal and communication skills with the ability to communicate & convince effectively to a wide range of customer base.

�� comfortable with flexible shifts.

�� ability to converse in multi-language �� english & hindi is a must

�� time management, decision making ability, professionalism, negotiation and convincing skills.

�� focused on quality & target driven approach.

�� fintech startup experience is an added advantage.

�� knowledge on loan process and products.

�� knowledge on insurance products & processes
  • Experience

    1 - 3 Years

  • No. of Openings

    11

  • Education

    Diploma

  • Role

    Disbursal Account Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Walk-in interview location

    No. 251, Ground, First Floor, 17th Cross, 5th Main, 6th Sector

About Werize

At WeRize, we manufacture and distribute customized lending, banking, group insurance* and savings products for 300Mn customers and their families in 5000+ small towns across India and help them rise in their lives. We have also created a unique Finance ki online dukaan (Social Shopify of Finance) social distribution tech platform to reach these customers and provide them high-touch sales and after-sales services.
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