Money Lancer Investment Pvt. Ltd.

Erandavane, Pune

Job Role: Identify and engage potential clients for loans and insurance. Assess customer financial needs and recommend suitable products. Build and maintain strong relationships with individual and corporate clients. Collaborate with banks and financial institutions to facilitate loan processing. Guide clients through the loan and insurance application process, ensuring all documentation is complete and compliant. Achieve monthly sales targets and contribute to company growth. Stay updated with market trends, financial products, and competitors offerings. Provide post-sales support and maintain high levels of customer satisfaction.Key Skills: Strong knowledge of loans, insurance, and financial planning. Good communication skills Ability to analyze financial documents and assess clients. Proven track record in sales and achieving targets Customer-centric approach with problem-solving skills Proficiency in MS Office & CRM tools