Monexo Fintech Pvt Ltd

Bangalore, Karnataka

Are you curious, creative and love driving sales? - We are preferring AMC company candidates or mutual funds based company candidates or else a person who have mutual fund sales background for more than 2 years in same company or in Banking sector- Close association with clients to increase market share by explaining them the financial products offered- Advising Institutional clients and private banking advisors on broader investment options available.- Achieving the target given- Meeting the clients, selling our products and building relationships- Filling in Timely Reports -As a Sales Manager, you will build, enhance, maintain and execute the sales pipeline and funnel strategy using best in industry standards and tools.-We are looking to build a young dynamic team with a growth mindset and passionate about building a sales pipeline- Adherence to our company norms and values, integrity, passion for sales - which will ensure an eye for a win - win solution to all transactions- Liaison and synergize with various internal departments and contribute to sales strategies-Build customer relationships - Develop and strengthen relationships with all intermediaries as well as direct clients.- Activate IFA's, Direct Clients and Banks and generating regular business from all these counters- Generating sales from channels like Banks and IFA's- To achieve AUM number- To increase Market sharePersonality & Must Have :- Any graduation preferably MBA in marketing/Finance- Excellent Communication skills- Strong Interpersonal Relationships-Strong selling skills

You need to research and identify new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services - or new ways of reaching existing markets. You need to increase revenues, growth in terms of business expansion, increasing profitability by building strategic partnerships and making strategic business decisions. You need to focus on three growth strategies: Market penetration, Market development, Product development. You need to generate a strong pipeline of leads through your own network.Candidate Requirements: Proficiency in at least two languages At least 1-2 years proven sales experience Communication, Time management, creative and planning skills Ability to manage multi-task Developing goals for the development team and business growth and ensuring they are met Understanding the basic financial concept Ability to make presentations Ability to deliver the presentation to the key person and a large group of gathering Good selling skills Utilizing existing networks and relationships to build new business Ability to work in a team or standalone plus a determination and motivation to exceed targets Ability to learn by observation, intersection and introspection Has a degree of goal orientation Ability to come back with ideas & opportunities which will enable the organization to grow faster

Main Responsibilities:Reviewing loan requestsAssessing clients financial statusEvaluating creditworthiness and risksCredit Officer role include preparing loan applications, evaluating clients financial information and calculating risk ratios. To be successful in this role, you should have a good understanding of lending procedures and customer service experience.Ultimately, you will help our clients acquire loans in a timely manner, while ensuring we comply with the law.Contact clients to gather financial data and documentationAnalyze risks and approve or reject loan requestsCalculate financial ratios (e.g. credit scores and interest rates)Set up payment plansMaintain updated records of loan applicationsFollow up with clients about loan renewalsMonitor progress of existing loans

Making Outbound calls, Maintaining customer CRM details , Guiding customer through the loan application process.Personal Attributes: Proactive, team worker, customer service orientation, willingness to learnCommunication skills: Speech and writing fluency in English, Hindi, Tamil/ (other south Indian languages )Languages Known: English, Tamil, HindiKey Competencies: Working skills in computer, Zoho CRM, Prior customer service experience.