Finance Agent Job Vacancies in Indore

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

Credit executive responsibilities include:Coordination with prospective borrowers for Document completion and fetching data Coordination with bankers to solve there querries, get proposal sanctioned and disbursedTo prepare Project reports , CMA data, loan application forms and other forms regarding financeJob briefWe are looking for a Credit executive to facilitate lending for our clients by acting as a bridge between customer and banker and processing relevant paperwork.Credit executive's responsibilities include collecting documents & data, preparing loan applications, CMA & Project report. To be successful in this role, you should have a good understanding of Accounts,English,Computer and Tally. Experience of finance preferred.Ultimately, you will help firms clients acquire loans in a timely manner, while ensuring customer and banker satisfaction.ResponsibilitiesContact clients to gather financial data and documentationCoordinate with bankers to solve querriesFollow up bankers to get loan sanctioned & disbursed within the decided time frameTo prepare Project reports , CMA data, loan application forms and other forms regarding financeMaintain updated records of loan status on tallyTo coordinate with advocates , engineers for getting the search and valuation preparedRequirementsMale Graduate from Commerce Stream with Good Academics in 10+2Working Knowledge of Excel, Word and TallyGood Communication & Presentation SkillsHands-on experience in Finance and Customer service preferred

Dear Candidates,We are having openings in reputed Health insurance companies in Direct/Agency. Candidate must be having knowledge into Insurance sector.You can also refere someone who belongs to the same requirements.