Loan Executive Job Vacancies in Bhopal

strong communication and customer service skills to handle queries and build trust. Basic knowledge of insurance products, along with sales skills, helps in suggesting suitable policies to clients. Familiarity with CRM tools, follow-up abilities, and good time management are also important. Most importantly, a CRE should maintain honesty and professionalism while dealing with customer information.

Graduate / Post GraduateMin 1 year experience in LAP/HL/MortgageAge below 35 yearsGood communication skillsLanguage: English, Hindi, Regional Language (Mandatory)Computer Savvy: Word, Excel / E-mail / Web based systemPleasant, well groomed and confident

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

- To Manage the Banca sales through assigned Bank Branch- To Close The leads Provided By the Company- To Handle the walk-in customer- To Do Cross Selling of the Products- To do Cold calling on the lead-based data

Meet with loan applicants & collect information for loan applications.Analyze active loan files & solutions to speed up the loan process.Complete loan contracts on policies and regulations.Prepare detailed loan proposals & debt payment plans.Candidate Profile:1. Need graduate candidates in any field with last sem marksheet.2. Male Female both will do.3. Age criteria below 27years.4. CTC forMetro 1.80 LPA, Tier 1 cities 1.60 LPA, Tier 2 cities 1.50 LPA.5. 18th day unpaid training will be there, after training there joining will be done.6. Candidate will be on Payroll of Piramal Housing Finance Ltd.

1. Managing Sales of Banking products (Only Swipe Machines) 2 Team Handling; Optimizing Team Productivity and Achieving Team Results. 3. Sourcing Business through Open Market through Different Channels like PAYTM / PHONEPE / GOOGLEPE / Mswipe / FMCG . 4. Fulfilling The Leads. Implement & Develop Sales Activities To Achieve Target. 5. Executing All The Sales Planning And Overseeing Target Allocation. 6. Responsibilities Include The Development, Preparation And Promotion Of multiple loan Programs. 7. Develop And Maintain Strong Relationship With The Clients For Repeat Business Or Referrals 8. Meet Clients; Verify Documents, Process File For Sanction,9. Ensure the Achievement Of Given Business Target. 10. Aligning With the Marketing Team On Ground Lead Generation Activities For Sales. 11. Manage The Sales Team By Appropriate Training, Motivation And Deployment Strategies.

Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred