Key ResponsibilitiesLead Generation: Finding potential customers (prospects) for products like Home Loans, Personal Loans, Business Loans, or Credit omer Counseling: Explaining complex financial terms, interest rates, and repayment tenures in a way that the customer mentation & KYC: Collecting and verifying necessary documents (PAN, Aadhaar, Income Proof) to ensure the application meets bank/NBFC folio Management: Managing a book of clients and reaching out to them for Top-up loans or new insurance et Intelligence: Keeping track of interest rate changes by competitors (like SBI, HDFC, or ICICI) to pitch your product et Achievement: Meeting monthly or quarterly disbursement targets (the total amount of loan money given out). Required SkillsFinancial Literacy: Basic understanding of $EMI$ (Equated Monthly Installment) calculations, $ROI$ (Rate of Interest), and Credit Scores (CIBIL).Ethics & Integrity: Since you are handling people's money and sensitive documents, honesty is non-uasion: Ability to convince a customer why your banks product is better than a tionship Building: Financial products are built on trust; you need to be a consultant rather than just a salesman.
Experience
0 - 1 Years
No. of Openings
10
Education
Graduate (B.A, B.C.A, B.B.A, B.Com, B.Sc)
Role
Finance Sales Executive
Industry Type
Accounting / Finance
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Impact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery