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Hiring For Partner Relationship Manager

Novasolventia Services Private Limited

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Mumbai
SME Sales Mortgage Loans Personal Loans Business Loan BFSI
Identify, onboard, and activate financial advisors across your assigned territoryBuild long-term relationships with financial advisors in the SME ecosystemwe provide extensive training, and our proprietary SCET toolGuide advisors through our intake and documentation process so cases come in cleanBe the advisor's single point of contact - responsive, knowledgeable, dependableHit activation and case-flow targets while protecting case quality
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Senior Telesales Executive - Lucknow

Achintya Management Pvt. Ltd.

  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Lucknow
Communication Cold Calling Personal Loans Housing Loan Business Loan Mortgage Loans Sales
We are seeking a motivated Telesales Executive to join our team in Lucknow. The ideal candidate will have 1-3 years of experience and a background in commerce or a related professional field. This full-time position allows you to work from home while contributing to our sales goals.Key Responsibilities:- Outbound Calling: Make calls to potential clients to introduce products and services, aiming to generate interest and set up appointments.- Lead Generation: Identify and reach out to potential customers through various channels to build a strong lead pipeline.- Product Knowledge: Stay informed about our products and services to effectively communicate their benefits to customers.- Sales Conversion: Work towards converting leads into sales by addressing customer queries and offering appropriate solutions.- Database Management: Maintain accurate records of all interactions with clients in the CRM system for tracking and follow-up purposes.- Customer Relationship Management: Build and maintain strong relationships with clients to encourage repeat business and referrals.Required Skills and Expectations:The successful candidate should possess strong communication skills, both verbal and written, to effectively engage with clients. A goal-oriented mindset and the ability to work independently are essential. Familiarity with CRM software is preferred. Candidates should be comfortable working in a targets-driven environment and have a proactive approach to problem-solving. A minimum qualification of B.Com or a related professional degree is required, along with relevant experience in telesales or a similar role.
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  • 0 - 1 yrs
  • Lakhimpur Kheri
Personal Loan Officer Business Loan Smart Card Credit Policies
As a Branch Credit Manager, you will play an essential role in managing credit operations for the branch. Your responsibilities will involve assessing credit applications and ensuring that all processes comply with company policies.Key Responsibilities:- Review Credit Applications: Analyze credit applications and financial documents to evaluate candidates' creditworthiness.- Conduct Credit Assessments: Assess the financial history and risk factors of applicants to make informed lending decisions.- Monitor Loan Performance: Keep track of outstanding loans and ensure timely repayments by clients to minimize defaults.- Client Communication: Communicate with clients to clarify any doubts regarding credit terms and conditions, fostering a strong relationship.- Report Preparation: Prepare reports on credit performance and risk assessments for branch management, aiding in strategic decision-making.Required Skills and Expectations:Candidates should be detail-oriented and possess strong analytical skills to assess financial data efficiently. Good communication skills are essential for explaining credit-related information to clients and resolving their queries. You should be comfortable working from home and managing tasks independently while being proactive in seeking guidance when necessary. A basic understanding of banking products and services will be beneficial. A positive attitude and willingness to learn will help you grow in this dynamic role, even if you have little or no prior experience. The position is suitable for individuals who have completed at least the 12th grade and are eager to start their careers in finance.
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  • 7 - 10 yrs
  • Bangalore
Relationship Management Client Acquisition Business Development Portfolio Management Corporate Banking Business Banking BFSI Products Cross Selling Upselling Revenue Growth Customer Retention Client Servicing Credit Understanding Financial Analysis Credit Appraisal Loan Products Working Capital Trade Finance Cash Management Wealth Management KYC RBI Compliance Risk Management Negotiation Stakeholder Management Market Intelligence Pipeline Management Team Management
Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.
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  • 1 - 5 yrs
  • 3.0 Lac/Yr
  • Muzaffarpur
Commercial Vehicle Loans TW Loan Two Wheeler Loan Motorcycle Loan Dealer Management Retail Sales
We are seeking a dedicated Business Development Officer to join our team in Muzaffarpur. In this full-time role, you will engage in activities aimed at driving growth and expanding our market presence. Key Responsibilities:- Identify New Opportunities: Research and gather information to identify potential clients and new market opportunities. This helps in expanding our customer base and increasing sales.- Build Relationships: Establish and maintain strong relationships with clients and stakeholders. Good relationships can lead to repeat business and referrals, which are essential for growth.- Develop Strategies: Collaborate with the team to create effective business development strategies. These strategies should align with our overall business goals and target market.- Prepare Proposals: Write and present persuasive business proposals to potential clients. Well-crafted proposals can significantly improve our chances of winning new business.- Monitor Market Trends: Stay updated on industry trends and competitor activities. Understanding the market helps in anticipating changes and adjusting strategies accordingly.- Achieve Sales Targets: Meet or exceed personal and team sales targets. Achieving targets is crucial for the overall success of the business.Required Skills and Expectations:Candidates should have 1 to 5 years of experience in business development or a related field. A minimum education of 12th grade is required. Strong communication skills are essential for pitching ideas and building client relationships. Candidates must be self-motivated, detail-oriented, and capable of working independently as well as part of a team. Proficiency in using basic office software and good organizational skills are also important for managing tasks effectively.
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Opening For Tele Caller

Voice Bulls India Pvt Ltd

  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Noida Sector 16
Outbound Calling Marketing Communication Voice Process Business Loan
We are looking for a dedicated Tele Caller to join our team in Noida Sector 16. The ideal candidate will have 1 to 5 years of experience and should have completed at least the 12th grade. This full-time role involves making calls to clients and providing necessary information about our products and services.Key Responsibilities:1. Client Communication: You will be responsible for calling potential and existing clients to discuss our offerings and understand their needs. Clear communication is crucial for this role.2. Lead Generation: Your job will include identifying and following up on potential leads. You will document call outcomes and gather information that may help convert leads into customers.3. Customer Support: You will assist customers with their inquiries and resolve any issues they may have related to our products or services. A friendly and helpful attitude is essential.4. Data Entry: After each call, you will update our database with relevant information and track calls through our systems. Attention to detail here is very important.Required Skills and Expectations:- Strong verbal communication skills are essential to effectively convey information to clients.- A patient and persuasive demeanor will help in building rapport with customers.- Basic computer skills are necessary for data entry and using call management software.- You should be able to work in a team and adapt to a fast-paced environment. If you are motivated and enjoy working with people, we would love to hear from you.
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Opening For Business Development Executive

Indezon Business Solutions Pvt Ltd

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kolkata
Loan Sales Executive Educational Sales Technical Sales
Job Title: Tele Business Development Executive.Job Description Hiring: Tele Business Development Executive Location: Work From Office Experience: Minimum 1TO 2 Years in sales Qualification: 12th Pass & Above
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  • 0 - 2 yrs
  • 7.0 Lac/Yr
  • Patiala
Field Sales Digital Sales Business Loan Retail Sales Marketing Communication
We are seeking a motivated Field Sales Executive to join our team in Patiala, India. This role is ideal for a fresh graduate or someone with up to two years of experience in sales. You will be responsible for promoting and selling our products to potential customers in the field.Key Responsibilities:1. Customer Engagement: Reach out to potential clients, present our offerings, and build strong relationships by understanding their needs and providing suitable solutions.2. Sales Strategy Execution: Implement sales strategies and plans to achieve sales targets, regularly assessing your progress and adjusting your approach as needed.3. Market Research: Gather information about market trends, competitor activities, and customer preferences to identify new sales opportunities and enhance your sales approach.4. Report Generation: Maintain clear records of sales activities, customer interactions, and feedback, providing regular updates to management regarding your performance and market insights.5. Collaboration: Work closely with your team and other departments to ensure a streamlined sales process and excellent customer service.Required Skills and Expectations:- The candidate should ideally have completed at least the 12th grade.- Strong communication and interpersonal skills are essential, as you will be interacting with various clients.- A positive attitude and a willingness to learn will help you succeed in this role.- Basic knowledge of sales techniques and a goal-oriented mindset are preferred but not mandatory for entry-level applicants. - You must be comfortable working outdoors and ready to engage with customers on-site.
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Sales Executive Fresher

HDB Financial Services

  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Dumdum Kolkata
Direct Sales Personal Loan Officer Business Finance
Freshers and Experienced Both are Welcome, Attractive Incentive Minimum Has to Graduation Candidates Appearing the Job- Job Location Jessore Road Dumdum Near Kalibari We Provide Data Base all Support to the Candidates
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Hiring Sales Manager For Hyderabad

NeoGrowth Credit Pvt Ltd

  • 1 - 5 yrs
  • 4.3 Lac/Yr
  • Hyderabad
Business Loan Channel Sales Sales Unsecured Loans
About NeoGrowth NeoGrowth is a new-age lender, with a focus on Micro, Small, and Medium Enterprises (MSMEs). It is a systemically Important, Non-Deposit taking Non- Banking Financial Company (NBFC-ND-SI), offering a wide range of products tailored to the dynamic needs of small businesses. Its data science and technology-led approach enables it to offer quick and hassle-free loans to MSMEs. NeoGrowth offers a unique daily repayment option to its customers with multi-channel repayment modes. It has served and engaged with businesses and supported them with their growth ambitions. It not only helps small businesses grow but also drive financial inclusion making a positive social impact.Job Profile:Department: Sales Role: Experience in the sales of (Unsecured Business Loan) Should have excellent network in market and with DSA community. Should have good knowledge of business loans segment Should be a Go -Getter and a Team Player.Responsibilities: Associate Manager-Customer Acquisition will be responsible for Prospecting, developing and acquiring clients (business merchants) through direct sourcing or channels (DSA/ Alliances/ others). Meeting productivity targets on loan disbursements on Month on Month (MoM) basis. Understanding the product offering clearly. Ability to explain the product and pricing to the merchants.Qualifications & Experience: Minimum Graduate. 1 to 5 years of experience in a Bank/Insurance company or a NBFC.
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  • Fresher
  • 2.0 Lac/Yr
  • Serampore
Business Loan Knowledge About Loan Credit Officer
Loan documents prepared,File collection for jlg loan, civil verification and home enquiry.Duty time- Morning 11:00 to evening 6:00 PMMonday to Saturday (Sunday off)11 paid holiday and fuel allowance
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  • 0 - 5 yrs
  • 4.0 Lac/Yr
  • Delhi
Home Loans Loan Operations Personal Loans Business Loan Mortgage Loans
As a Loan Executive, you will play a key role in assisting clients with their loan applications and guiding them through the borrowing process. This position is ideal for individuals who are eager to start their careers in finance and customer service.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs and explain different loan products available to them.- Loan Application Processing: Assist clients in filling out loan applications accurately and ensuring all necessary documents are collected for processing.- Credit Analysis: Evaluate clients credit histories and financial information to determine their eligibility for loans and suggest appropriate solutions.- Follow-Up Communication: Maintain regular contact with clients to provide updates on their application status and address any concerns they may have.- Record Keeping: Maintain organized records of client interactions and loan applications to ensure compliance with legal and regulatory requirements.Required Skills and Expectations:Candidates should have strong interpersonal skills to effectively communicate with clients. A basic understanding of financial products will be beneficial, but training will be provided. Attention to detail is crucial for processing applications accurately. Proficiency in using computers and basic software applications is necessary since this role involves managing electronic documentation. A positive attitude and a willingness to learn are essential, as you may encounter various challenges in assisting clients with their financial needs.
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Relationship Manager - Full Time

Viable Search Consultants

  • 4 - 10 yrs
  • 9.0 Lac/Yr
  • Vadodara
Home Loans MSM Bancassurance Life Insurance Subject Matter Expertise Business Loan BFSI Customer Relationship
We are looking for an experienced Relationship Manager to join our team in Vadodara. You will play a key role in nurturing client relationships and ensuring their satisfaction with our services. This is a full-time position that requires you to work from our office.Key Responsibilities:- Client Relationship Management: Engage and maintain strong relationships with existing clients to understand their needs and enhance their satisfaction.- New Client Acquisition: Identify and pursue potential clients to expand our customer base, contributing to the overall growth of the business.- Problem Resolution: Address client concerns promptly and effectively, ensuring a quick resolution to any issues that may arise.- Sales Strategy Development: Collaborate with the sales team to develop strategies aimed at increasing sales and improving client relationships.- Market Analysis: Monitor market trends and gather feedback to identify opportunities for improvement in our services and products.- Reporting: Prepare and present detailed reports on client feedback and relationship performance to senior management.Required Skills and Expectations:Candidates should have 4 to 10 years of experience in a relationship management role or similar fields. Strong communication and interpersonal skills are essential for building rapport with clients. You should also be proficient in problem-solving and have a strategic mindset to develop sales initiatives effectively. A good understanding of market dynamics and customer needs is crucial, along with the ability to work collaboratively with a team. We expect you to be proactive, adaptable, and dedicated to achieving client satisfaction.
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  • 0 - 4 yrs
  • Noida Sector 57
Loan Marketing Loan Sale Loan Sales Home Loans Loan Sales Representative Business Loan
Urgent Bulk Hiring - Merchant Loan Sales (BharatPe Process) Position: Merchant Loan Sales Executive Location: Sector 57, Noida Shift: Day Shift Job Overview:We are looking for dynamic and target-driven individuals for the Merchant Loan Sales process with BharatPe. The role involves interacting with merchants, explaining loan products, and driving sales conversions. Eligibility Criteria:Basic English communication skills requiredFreshers and experienced candidates are welcomeStrong communication and convincing skills preferred Salary: 13,500 - 16,000 per month Key Highlights:Easy selection processImmediate joiners preferredOpportunity to grow in a fast-paced sales environment Contact Details:HR Name: AnjaliPhone: 9214383550
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  • 2 - 4 yrs
  • 4.0 Lac/Yr
  • Kolkata
Retail Sales Strategic Communication Lead Generation Product Promotion Presentation Skills Corporate Business Development Negotiation Skills Minimum 12th Pass Graduate Preferred Sales Marketing Insurance Credit Card Loan Telecom Sales Experience Preferred Sales Business Development Franchise Sales Client Acquisition Field Sales Channel Sales Insurance Sales Loan Sales Credit Card Sales Telecom Sales Communication Skills Negotiation Market Visits
BUSINESS DEVELOPMENT MANAGER - KOLKATAWorldwide Tour & Travel CompanyJob Title: Business Development ManagerLocation: Kolkata (Kolkata Region Only)Industry: Travel & Tourism / Franchise DevelopmentJob Type: Full TimeJob DescriptionWe are hiring a Business Development Manager (BDM) for Kolkata region for a worldwide tour and travel company. The candidate will be responsible for developing franchise network, appointing distributors, and managing a team of Business Development Executives across Kolkata city.The Business Development Manager will handle the Kolkata zone only and will be responsible for expanding franchise business and managing the executive team.Key ResponsibilitiesDevelop franchise partners across Kolkata cityAppoint franchise, distributors, and business partnersHandle tourism product business developmentManage and supervise Business Development ExecutivesMonitor team performance and sales activitiesPlan business expansion strategies in Kolkata regionReport business performance to company managementTravel across Kolkata for business meetings and franchise developmentTeam Structure1 Business Development ManagerUnder BDM: Minimum 15 Business Development ExecutivesExecutives will handle field sales and franchise appointmentsBDM will supervise and manage the teamSalary & BenefitsSalary: 40,000 per monthTA/DA: 10,000 per monthTotal Earnings: 50,000 per monthTraining will be provided by companyCareer growth opportunity to Area Manager levelCandidate RequirementsExperience in Sales / Franchise Development / Business DevelopmentExperience in Travel, Insurance, Banking, Franchise Sales preferredGood communication and team handling skillsMust be willing to travel across KolkataLeadership and business expansion mindset requiredHow to ApplySend Resume to:Immortal Solution / HR DepartmentKolkata
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Opening For Field Sales Executive

Asset Financial Consultants Pvt. Ltd. (AFCPL)

  • 1 - 4 yrs
  • Pune
Loans DBA Home Loan Executive Personal Loan Loan Against Property Lap Business Loan Car Loan Customer Relationship Strategic Communication Lead Generation Corporate Sales Direct Sales Field Sales Agency Sales Negotiation Skills Field Marketing Selling Skills
Job Overview:Asset Financial Consultants Pvt Ltd is seeking dynamic and results-driven Sales Executives to join our expanding team. The ideal candidates will have a passion for sales and a strong background in selling financial instruments, including Loan Against Property (LAP), home loans, business loans, and car loans. We are looking for individuals who have consistently achieved outstanding sales performance and possess excellent communication skills in Marathi, Hindi, and English.Roles and Responsibilities:Drive sales of financial instruments such as LAP, home loans, business loans, and car loans, meeting and exceeding sales targets.Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Should have strong understanding and practical know-how on Loans DBA business.Should be comfortable working with uncertainty.Should be able to source their own leads daily.Should be comfortable working with targets.Should have good communication skills in dealing with banks, NBFCs, construction companies, car dealership employees etc.Should be comfortable working long hours if required. Meet clients, bank officials etc to get leads, logins, sanctions and disbursement of loans.Prepare and deliver effective presentations to clients, showcasing the benefits of our financial products.Maintain accurate documentation and reporting of sales activities, client interactions, and market insights.Collaborate with the marketing team to develop strategies for lead generation and customer acquisition.Conduct market research to identify new business opportunities and stay updated on industry trends.Ensure punctuality in meeting deadlines and exhibit integrity in all work-related activities.Required Skills:Minimum of 2 years of experience in selling financial instruments such as LAP, home loans, business loans, and car loans.Experience and practical know-how of the Loans DBA business.Proven track record of achieving sales targets, with a minimum achievement of 2.25x sales targets.Excellent communication skills in Marathi, Hindi, and English.Strong documentation and reporting skills, with attention to detail.Demonstrated punctuality and a high level of work integrity.100% field work and bike is mandatory.Bachelor
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  • 0 - 2 yrs
  • 1.3 Lac/Yr
  • Female
  • Karawal Nagar Delhi
Personal Banking Personal Loans Business Loan Mortgage Loans Microsoft Excel Marketing Communication Negotiation Skills Motivating Skill
We are seeking a dedicated female Tele Caller to join our team in Karawal Nagar, Delhi. This full-time position is suitable for candidates with 0 to 2 years of experience and requires at least a 12th-grade education. As a Tele Caller, you will be responsible for making outbound calls to potential customers. Your main goal will be to promote our products or services, generate leads, and provide excellent customer service. You will engage with customers, answer their inquiries, and help them understand our offerings. Key Responsibilities:1. Outbound Calling: Contact potential clients using given data and introduce our services.2. Lead Generation: Identify and qualify potential customers who may be interested in our products.3. Customer Communication: Provide clear information to clients, addressing their questions or concerns effectively.4. Data Entry: Maintain accurate records of calls made, leads generated, and customer feedback.5. Team Collaboration: Work closely with other team members to share insights and improve strategies.Required Skills and Expectations:We expect you to be a good communicator with a clear and pleasant voice. You should have strong listening skills to understand customer needs and offer relevant solutions. Basic computer knowledge is essential for data entry tasks. Being proactive, organized, and having a positive attitude will contribute to your success in this role. This position requires a commitment to working from the office, ensuring that you fully engage with the team and clients.
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  • 0 - 2 yrs
  • Janakpuri Delhi
Business Loan Personal Loans Sales
We Hiring for Sales Executive Good Knowledge of Loans and Good Communication Skills
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Walk-in Hiring For Loan Sales Executive

Money Mudra Financial Services

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Uttam Nagar Delhi
Loan Sale Loans Business Loan
Urgent hiring in loan sales excutive salary starting from 15k - 30k depands on interview . Fresher or Expirence both can be applied. Monday to saturday working . Sunday Fixed Off . Immedientle jooining Applied Now...
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Business Manager - Delhi NCR

Rising Next Move India Private Limited

  • 1 - 2 yrs
  • 5.5 Lac/Yr
  • Delhi NCR
Home Loans Mortgage Loans
NEXT MOVE INDIA - Hiring for Ambak Role : Relationship Manager ( Field Sales ) Hiring Partner: NEXT MOVE INDIA Locations: Delhi Noida Gurgaon Mumbai Bengaluru Qualification: Any Graduate Industry: NBFC / BFSI / Fintech / Real Estate (Home Loan / LAP) Candidate Profile :Candidates should have experience working with builders, developers, brokers, DSAs, or an overall real estat e background. Age Limit: Up to 40 Years CTC:
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Home Loans Identify Sales Opportunities Sales Targets MIS Loan Sale Walk in
Duties and Responsibilities:- Identify sales opportunities for the Secured/Unsecured Loans products by acquiring new customers andbuilding new relationships Generate fresh leads through self sourcing/references Ability to use all communication platforms effectively like telephone, email, and face to face. Must act as a bridge between the company and its current market and future markets. Develop relationship with Builders, Realtor's, CA, DSA , Connectors and corporate to leverage business. Explain to customers the different types of loans and credit options that are available, as well as theterms of those services. Ability to drive sales targets of multiple loan products Mortgage/Home Loan/LAP/PL/BL etc. Have interactions with bankers of various products for smooth processing of files. Will be responsiblefrom file logins to disbursement, must align with bank policies & take care of compliance in each step ofthe process. Collecting documents according to the checklist from the customers Provide accurate feedback on future buying trends to their respective employers. Maintain proper MIS and also give proper feedback time to time on various market related activitiesRequired SkillsHome, Loan ,Identify Sales Opportunities, Sales Targets ,MIS
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  • 0 - 5 yrs
  • Female
  • Delhi NCR
Home Loans Personal Loans Business Loan Loan Operations Mortgage Sales
As a Loan Executive, you will play a vital role in assisting clients through the loan application process. This position is suitable for candidates with 0-5 years of experience, requiring at least a 12th-grade education. You will be expected to work from home in the Delhi NCR region. Key Responsibilities:- Client Assistance: Help clients understand different loan products and guide them in completing their applications. You will ensure that clients have all necessary documents ready and know the next steps.- Document Verification: Review loan applications and supporting documents for accuracy and completeness. This involves checking personal information, income details, and identification documents.- Communication: Maintain regular contact with clients via phone or email to provide updates on their application status. Clear communication will help manage client expectations and build trust.- Collaboration with Banks: Work closely with financial institutions to facilitate loan approval processes. This means understanding the requirements of different banks and ensuring client applications meet these criteria.- Sales Support: Promote loan products and services to potential clients. You will need to explain the benefits of various loans to encourage interest and ultimately secure business.To excel in this position, you should have excellent communication skills and a pleasant demeanor. Strong organizational skills are necessary to manage multiple applications simultaneously. A basic understanding of financial products will be beneficial. Being detail-oriented will help you in ensuring all information is accurate and properly documented.
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