24

Finance Manager Job Vacancies in Ghaziabad

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Hiring Freshers || Management Trainee Finance

Dimension Financial Solutions Pvt. Ltd.

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Ghaziabad
Financial Services Sales Cold Calling Client Management Communication Mutual Funds Sales
Key Responsibilities: Develop and strengthen relationships with both existing and potentialclients within the financial services sector. Assess client requirements and deliver customized financial solutions. Drive sales and meet business development goals through the promotionof financial products and services. Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns. Coordinate with internal departments to guarantee smooth and efficientexecution of client requests. Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings. Stay informed about industry trends, market dynamics, and competitoractivities. Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.Requirements: Excellent verbal and written communication skills with a confidentand professional attitude Strong interpersonal skills to build and maintain lasting clientrelationships Analytical thinking to understand client financial needs and suggestsuitable solutions
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Management Trainee Finance Jobs For Freshers - Ghaziabad

Dimension Financial Solutions Pvt. Ltd.

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Ghaziabad
Mutual Fund Sales B2B Sales Sales Lead Generation Client Management Finance Sales Executive Cold Calling
Develop and strengthen relationships with both existing and potentialclients within the financial services sector.Assess client requirements and deliver customized financial solutions.Drive sales and meet business development goals through the promotionof financial products and services.Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns.Coordinate with internal departments to guarantee smooth and efficientexecution of client requests.Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings.Stay informed about industry trends, market dynamics, and competitoractivities.Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.
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  • Fresher
  • 2.0 Lac/Yr
  • Ghaziabad
Sales Finance Control Customer Relationship Retail Sales Sales Operations Direct Sales
Explain TW product features, loan process, loan eligibility criteria, documentation requirements, interest rate, benefits of loan, and repayment terms to customers. Follow up with branch and T.W dealership leads to ensure timely conversion and loan disbursement. Stay updated on loan policies, product features and market trends. Coordinate with dealer staff and sales team for lead closure. Meet and exceed daily, weekly and monthly sales targets. Address customer queries, objections and escalations with professionalism and empathy. Follow ups with potential customers to promote and sell two-wheeler products
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Hiring For Account Manager

People Empowerment Consulting

  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Vaishali Ghaziabad
Tally Income Tax Book Keeping Time Management Taxation TDS Bank Reconciliation Tally ERP Tax Audit Bank Accounting Accounts Finalisation Balance Sheet Tally Software TDS Return Tally GST Banking Finance GST Return GST Communication Skills International Finance
In-House Job Profile for Accounts Department(Accounts Manager)Educational Qualification and Experience: B com /M.com (Any Graduate with 5 Year of core experience in Accounts for the below mentioned profile. Preferred Experience in Service/ Trading(Male Candidates Only)Salary: 300,000.00 to 400,000.00 /yearJob Location: Vaishali, GhaziabadResponsibilities and Duties Responsible for Accounts and Finance department of GAPL and all other sister concern companies Submission of daily, weekly and monthly MIS to management. Control on purchase and stores in term of cost , receiving of material and stock in hand. Control on invoicing and payment procedure as per company SOP. Monitoring & controlling of all utility expenses. Checking of work done by accounts executive. All banking-online payments, direct & indirect taxes payment. Maintaining the Fix Assets register and insurance. Checking of E-way Bill. Checking of all purchase bills, expenses bill, sale bills before posting. Followup with clients for accounts reco & payment. Tracking and control of AMC business including Invoicing and payments. Responsible for Payment to vender as per company procedure. Tds- deposit and return. Responsible for salary payments on time. Preparation of computation of income/employee advance for deductions from salary (tds & advances) Esic/pf - deposit & cordination with consultant. GST - deposit of tax, preparation of all type of return-3B, R1, R9. GSTR-2 (Purchase matching). Insurance- vehicle, office and assets. Tracking of all type of emi Blue print & gis complete accounting GIS GST
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Branch Sales Manager

Kanika Placements Private Limited

Required Experiecne in Home Loan Sales and Lap Sales.team Team Coordinator Field Sales Mortgage Loans Home Loans Housing Finance Housing Loan
The Branch Sales Manager is responsible for leading and managing all aspects of a branch's sales and operations. This role involves driving sales growth, ensuring excellent customer service, and managing a team of sales professionals. The Branch Sales Manager plays a crucial role in achieving the branch's financial goals and maintaining a strong presence in the local community. Responsibilities:Key Responsibilities:Sales officerLeading the team to achieve sales targets for home loans, Loan Against Property (LAP), and other related financial products.Team Management and Development:Managing, motivating, and training a team of sales executives or managers to enhance their performance and productivity.Customer Relationship Management:Building and maintaining strong relationships with customers, understanding their needs, and providing tailored solutions.Compliance and Process Management:Ensuring adherence to company policies, procedures, and regulatory requirements related to home loan sales.Business Development:Identifying and pursuing new business opportunities, including onboarding new channel partners and sourcing business from builders and other relevant sources.
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Account Manager

Special Agent Secure Services Pvt Ltd

  • 4 - 5 yrs
  • 4.8 Lac/Yr
  • Ghaziabad
Tally Income Tax TDS Bank Reconciliation Tax Audit Taxation Tally GST Banking Finance Balance Sheet Accounts Finalisation Communication Skills GST Return
Responsibilities:1. Managing and overseeing the daily operations of the accounting department2. Preparing financial statements and reports3. Handling accounts payable and accounts receivable4. Ensuring compliance with all tax regulations and filing requirements5. Conducting bank reconciliations6. Assisting with the year-end financial audit process7. Communicating with clients and vendors regarding financial matters8. Providing financial analysis and recommendations to management
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Sales Officer

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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Chief Finance Officer

Jobs Park Placement

Project Finance Manager
Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow statements. Conduct variance analysis to highlight key performance drivers and discrepancies against budget and forecasts.Interpret financial data to provide actionable insights for improving financial performance.Collaborate with cross-functional teams to develop annual budgets and long-term financial forecasts.Monitor budget performance, identifying areas for improvement and cost-saving opportunities. Adjust forecasts based on changing market conditions, operational developments, and external Establish and maintain robust internal controls to ensure financial accuracy and mitigate risks. Ensure compliance with relevant accounting standards, tax regulations, and industry-specific requirements.Coordinate with internal and external auditors to facilitate smooth audit processes.Analyse manufacturing costs, including direct and indirect costs, overheads, and cost of goods sold.Provide insights into cost-effective strategies, process improvements, and resource allocation. Collaborate with production teams to optimize cost structures while maintaining quality Oversee inventory tracking, valuation, and reconciliations to maintain accurate inventory records.Implement inventory control procedures to minimize waste, obsolescence, and stockouts.
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Jobs by Popular Location

  • 0 - 6 yrs
  • 6.0 Lac/Yr
  • Ghaziabad
Presentable Finance Manager
Require Sales manager
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Sales Consultant Sales Executive Field Executive Business Development Manager Business Development Executive BDE BDM Market Executive Walk in
Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.
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Field Executive

Kotak Life Insurance

Marketing Insurance Manager Insurance Agent Insurance Advisor Team Executive Communication Advisor Finance Advisor Field Officer Field Executive Sales Having Good Network Walk in
Job Openings for KOTAK Life 10 Field Executive Jobs with minimum 7 Years Experience in Dwarka, Delhi,Noida, Uttar Pradesh,Gurugram / Gurgaon, Haryana,Faridabad, Haryana,gaziabad,Insurance Manager,Insurance Agent,Insurance Advisor,Team Executive,Communication Advisor,Finance Advisor,Field Officer,Field Executive,sales,having good network, having Educational qualification of : Higher Secondary, Other Bachelor Degree with Good knowledge in Marketing, Insurance Manager,Insurance Agent,Insurance Advisor,Team Executive,Communication Advisor,Finance Advisor,Field Officer,Field Executive,sales,having good network etc.*Benefits:--Fix salary+ Incentives-Top class Rewards & social recognition .-International trips-Flexible working Hours-Full Training and support by the company.-20% to 70 % commission on team performance.- create your pension for last 20 years.- save for the future through PF.Thanks & RegardsHarsha Kashyap(Recruiter)
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Field Sales Manager

Hirva HR Solutions Pvt Ltd.

Sales Marketing Banking Finance Life Insurance Banca Direct Sales Field Sales Lead Generation CASA Loan Client Customer Business Walk in
We are inviting you to apply for an exciting career in sales with one of the Market Leaders in the Insurance Industry.Job Summary:Direct customer service and sales to existing customers through relationship building. The existing Customer database will be provided by the company (called the Book of Relations- BoR)Key Responsibilities:Establishing and strengthening relationships with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database)Act as a single point of contact for customers for any customer query/complaintFix self appointments from the given customer database as per the campaignFocus on cross-sell & up-sell opportunities in allocated customers.For more information contact us directly
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Loan Manager

WSD Consultant Pvt. Ltd.

Sales Marketing Team Management Business Development Loans Retail Assets Loan Manager Finance Officer Loan Officer Banking Mortgage Home Loan Housing Loan Walk in
Closing Business deals till DisbursementNegotiatingMeeting Sales TargetsTeam handlingIdentifying Loan sales opportunities. Conversant in-Home &Property Loan,Personal &Business Loan, New& Used Car Loan, Construction Loan.
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  • 5 - 11 yrs
  • 10.0 Lac/Yr
  • Ghaziabad
Tally Income Tax Finance Walk in
Primary Responsibilities:Perform assigned work in a self-directed mannerPrepare and analyze general ledger account reconciliations, including intercompany accountsPrepare and analyze sub-ledger vs main GL ledger reconciliation and investigate open items etc.Identify and analyze clinical cash reconciliation and report unusual transactionsPerform monthly quality assurance review of select operations/accounting documents for internal control compliancePerform ad hoc reporting and analysisResolve reconciling items in a timely mannerComplete special projects as assigned by supervisorComply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regards to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do soRequired Qualifications:Bachelor's Degree in Accounting, Finance or equivalent6+ minimum years of professional accounting experiencePrior Transition ExperienceHands-on experience performing the following:Correctly applying US GAAP and company practices to assigned workRunning queries in a general ledger system
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Home Loan Home Loans Housing Loan Housing Finance Mortgage Mortgage Loans DST DSA AUM
The role bearer Should have relevant mortgage industry his role entails scaling up business for designated region by developing DSA vertical / connectors , expand existing channels wallet share with IDFC FIRST BANK and customers by delivering retail banking needs in cost efficient and technology effective manner . Role will closely collaborate with Product / credit / operations . Role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC FIRST BANK becomes primary bank for all banking needs Roles & Responsibilities Grow AUM base for Prime business and ensure overall revenue , cost , profitability and portfolio target are met, Ensure successful adaptation of digital processes / internal compliances . To drive down net credit loss / delinquency metrics Lead and Direct the w.r.t Increase / Plan /distribution / channel penetration ( work closely with DSA s ). Collaborate with Product / Credit / Ops for seamless on-boarding of new customers Oversee distribution channel success via RM training / Improved TAT / focused intervention on low productivity locations EducationAny Graduate/Post GraduateLanguage ProficiencyFluent in verbal and non verbal English &HindiDate : 8th Feb 2023 to 9th Feb 2023Time : 11:00 am to 4:00 pmVenue: IDFC FIRST BANK, 2nd Floor , Express Building, 9-10 Bahadur Shah Zafar Marg, New Delhi, 110002
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Assistant Branch Manager

Muthoot Finance Ltd

  • 5 - 10 yrs
  • 7.5 Lac/Yr
  • Vaishali Ghaziabad
Marketing Finance Banking Operations
i).Candidate having minimum 5 years of work experience in Banking /NBFC/ Financial services in Business Development, sales,Operations or Marketing role at the Managerial level.ii) Education Qualification :Regular graduates or postgraduates from any recognised college/universityiii).Gender : Male & Femaleiii).Age :Between 30 & 45 years.
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Chartered Accountant

Ambika Foundation

  • 2 - 8 yrs
  • 14.0 Lac/Yr
  • Ghaziabad +1 Delhi
Accounting Finance Manager Senior Finance Manager Finance Advisor Chartered Accountant Walk in
Expert handling of QuickBooks and other relevant accounting (SAP/ERP/TALLY) softwareKnowledge of local and federal tax laws and regulationsProblem-solving and analytical thinking skillsWritten and verbal communication skillsMeticulous and detail-orientedExcellent numeracy and mathematical knowledgeTime management skills to prioritize tasks efficiently
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International Finance Manager

Kavya Management Services

  • 5 - 10 yrs
  • 7.5 Lac/Yr
  • Ghaziabad
Export Documentation Forex Import-Export Foreign Exchange Bank Guarantee Banking Letter Of Credit Trade Finance Treasury GST TDS Finance Manager Finance Officer Accounts Manager Accounts Officer Walk in
Account Payable And Recievable: Stocktaking,verificationoffixedassetsandconductother internalauditworkas per requirement ofmanagement. Participated in process of finalization of financial statement like Bank and InterBranchReconciliationand Debtors creditorsReconciliationetc. Prepared/Analysed Cash Flow Statement. Resposible for makingpayment ofOceanFreight,Freightforwarders and AgencyCommission in compliance with GST andTDS. SettlementsagainstRA(RunningAccountBill),creditorsbill,IOU andadvanceagainst PO in Construction Company. Verification of Invoices and Other Payment requests. Monitor customer account details for non-payments, delayed payments and otherirregularitiesTaxation and Legal: Knowledge GST and TDS. Review terms and conditions of BG (Bank Guarantee) and prepare MIS.Logistics Dept. ToPrepareandMonitoringShipmentPlanandconduct shipmentstimely. Applying Online RC for registration of export contract of cottonyarn. Prepare PreandPost-shipmentdocsasperLetter of credit (LC). ApprovingdraftofLetterofCredit,BillofLanding,CertificateofOrigin,APTAand others docs as perrequirement. Co-ordinate with CHA / Forwarders for Arranging, stuffing containers, Vesselplanning and its connection. Prepare and controlling documents for claming to DGFT under SHIS, FMS,Export Incentive schemes, EPCG and DBBK schemes. Filling online rebate claims
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Ger Finance & Account &Branch Head

Panchanan International Pvt Ltd

  • 9 - 10 yrs
  • 12.0 Lac/Yr
  • Ghaziabad
Finance Manager Finance Head Finance Officer Budgeting
Job Openings for 1 Sr.Manager Finance Job with minimum 9 Years Experience in Ghaziabad having Educational qualification of : B.Com, M.Com, CA with very Good knowledge of managing financial control , budgeting , mis ,Legal compliance and Branch operations etcPast experience of ready made garment industries would be given preferences .Ability to handle team of 25 to 30 people
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Account Manager

GOURI INFRATECH

  • 2 - 6 yrs
  • 2.3 Lac/Yr
  • Ghaziabad
Income Tax Taxation Finance Making Invoice
Making Invoice / PO by software . manage vendors account / team accounts and billings . GST retun
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Finance Business Development Manager

Enexperts Consulting (Opc) Pvt. Ltd.

Accountant Accounts Manager Sales Trade Sales Manager Finance Advisor Relationship Manager Business Developer Business Development Manager Sales & Business Development Manager Marketing Manager Digital Marketing Manager Business Consultant Walk in
Urgent HiringBusiness Development Manager Finance Experience: 3-5YrsSalary: As per work experienceLocation: RemoteJob Descriptions:We are looking for a competitive and trustworthy Finance Business Development Manager to help us build up our business activities.Business Development Manager responsibilities include discovering and pursuing new sales prospects, negotiating deals and maintaining customer satisfaction. If you have excellent communication skills and feel comfortable reaching out to potential customers to demonstrate our services and products through email and phone, wed like to meet you.Ultimately, youll help us meet and surpass business expectations and contribute to our companys rapid and sustainable growth.Responsibilities*Conduct market research to identify selling possibilities and evaluate customer needs*Market research and find the potential clients requirements*Agreement with the clients* Timely work deliver reports and feedback to the clients*Identify sales leads, pitch services to the decision makers of potential clients and maintain a good working relationship with new contacts*The candidate will be creating content, presentations, business proposals, etc.*Maintain a Strong sales funnel*To manage coordination with all internal support teams to help develop the proposal and price budgets*Build long-term relationships with new and existing customers*Ability to achieve monthly, quarterly and yearly target goalsRequired Skills:Minimum 3 years of relevant experienceSelf-driven & goal orientedGood interpersonal and project handling skills.Job Types: Full-time, Regular / PermanentSalary: At the time of Interview discussionSchedule: Day shiftWorking Day: Mon -Sat#managementconsulting #consulting #business #job #sales #startups #career #recruitment #experience #training #india #development #project #help #cv #content #interview #productivity #productivity #employment #ema
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Sales Consultant Sales Executive Field Executive Business Development Manager Business Development Executive BDE BDM Market Executive Walk in
Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.
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Accountant

WSD Consultant Pvt. Ltd.

Tally Accounting Account Management Finance Accountant
Designation: AccountantJob Description:Knowledge of Accountancy, Computer, Accounting Software, MS OfficeProducing error-free accounting reports and present results to ManagementDay-to-day entries in the companys software; verify, allocate, post, and reconcile transactionsHaving good knowledge of bank reconciliation, VAT, TDS & other TaxesTo be able to handle companys Audits & related matter individuallySupport month-end and year-end close process; review and process monthly expense reportsDirect internal and external audits to ensure financial complianceFacilitate accounts payables and receivables; inventory management and purchasingPrepare financial statements and produce budgets, according to scheduleAnalyse financial information and summarise results for ManagementFamiliarity with non-profit accounting; organisational skills, accuracy and attention to detailStrong sense of teamwork with an ability to interact collaboratively and enthusiastically with a diverse set of programsDesired Candidates Attributes:Maintaining cohesive, non-political transparent and cordial atmosphere with all the staff of the organisationParticipating and contributing to all the events and initiatives organised by the managementEndowed with Good Culture and Right ValuesEndowed with an inclination to work in organised systemHaving persuasive and convincing approach driven by the passion for growthEndowed with good communication skills having an ability to converse fluently in EnglishSalary: Best in the industry as per experience & qualification.Experience: 0-20 years (Fresher with Accounting Knowledge can also apply)Industry Type: Coaching Industry/EducationFunctional Area: Accounting / AuditingEducational Qualification: B.Com / Bachelors Degree in Accounting or Finance / Retired Accountants from government jobs are preferred
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Sales Officer (Full Time)

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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Hiring For Loans Officer

Skywings Advisors Private Limited

Home Loans BFSI Finance Advisor Field Officer Housing Loan Housing Finance
HII WE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 2.90LPA + INCENTIVES* + *ON ROLE ( OTHER LOCATION )SALARY - 3.00 LPA TO 3.90 LPA +INCENTIVES (NCR )EDUCATION - GRADUATIONEXPERIENCE - MIN. 06 MONTHS IN ( BFSI , NBFC , DSA , FIN. TECH ) BANKING SALES , FINANCE , INSURANCE , ALL TYPES OF LOANS , GOLD LOAN , HL , PL , BL, LAP , ETC.LOCATION -5. NCR NEHRU PLACE , GURUGRAM VIKAS PURI , FARIDABAD , SONIPAT , DWARKA ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832*REGARDS - ZUNED SIR
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Looking For Sales Officer

Skywings Advisors Private Limited

Field Sales Field Worker Home Loans Cross Selling Insurance Sales Executive Financial Services Sales BFSI Walk in
Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc
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