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Excellent communication with good typing skills.
- Generate leads and establish contact with businesses that may be interested in our products or services through cold calling, email outreach, networking, and referrals
- Schedule and conduct meetings with potential clients to present products or services
- Follow up with leads and existing clients to provide more information, address concerns, and nurture the relationship
1. Scouting for LAP loan leads
2. Collecting documents from customer and submitting it at nearby branch
3. Explaining all Loan related processes and charges to customer
4. Clearly communicating all loan related charges to customers
5. Having Loan case file in proper order
6. Ensuring all communication with customer once documents are received
7. Ensuring all TAT's are followed in moving the loan file forward
8. Providing all necessary customer support
at My Advisers
📢 ***Part-Time Job Opportunity: Financial Advisor***
Are you passionate about finance and helping others achieve their financial goals? We're excited to announce a part-time job opening for a Financial Advisor in India.
Responsibilities:-
- Provide financial advice and guidance to clients based on their individual financial situations and goals.
- Develop personalized financial plans tailored to each client's needs.
- Educate clients on various investment options, retirement planning, insurance, and other financial products and services.
Requirements:-
- Strong knowledge of financial planning principles and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage client relationships effectively.
- Relevant certification or degree in finance, economics, or related field is a plus.
Benefits:-
- Flexible working hours to accommodate your schedule.
- Competitive compensation with opportunities for growth and advancement.
- Ongoing training and support to enhance your skills and knowledge in the field of finance.
- Earn Commission to Refer Customer for LOAN, INSURANCE, CREDIT CARD, ETC.
If you're interested in joining our team as a part-time Financial Advisor, please contact us.
Visit Our Website: https://2myadvisers.blogspot.com
We look forward to hearing from you!
Hiring For Field Sales
Must have experience in Home loan process
Immediate Joiner
working days 6 days
Rotational shift
- Responsible for taking customer or client calls and offering financial answers to their difficulties and intimating sales with potential customers over the phone.
- Responsible for assisting consumers or clients with financial purchases.
- Provide assistance and solutions to the customer regarding financial products and must speak with your supervisor or team leader to resolve any financial difficulties.
- Provide excellent customer service.
- 5. Eager to gain new talents and should have interpersonal, Research and Record Keeping Skills.
Key skills:
- Must Know English and at least one south language ( Kannada, Telugu, Tamil, Malayalam,
- Effective communication abilities.
- Computer Literate.
At least 1+ year of Prior experience as a Tele caller or similar in the Banking or Finance sector.
POST: Sales Executive (Male/Female)
JD Includes:
- Relevant Experience from Banking/Insurance Industry
- Two-Wheeler Must
- Well versed with Ahmedabad geography
- Able to drive Loan Volume Targets
different channels on the field
● Develop and maintain relationships with partnered institutions and repeat business
and referral/s
● Arrange and plan events to generate leads, handle product queries and
service issues in the partnered institutions
● Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients
● Ensure the achievement of a given business target in your territory
● Generate loan leads from the partnered institutions, open market and through different channels on the field.
● Develop and maintain relationships with partnered institutions and repeat business
and referral/s.
● Arrange and plan events to generate leads, and handle product queries and
service issues in the partnered institutions.
● Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients.
● Ensure the achievement of a given business target in your territory.
Experience: 1year+ in Banking sales such as personal loans, and home loans.
- prior experience in finance focused on disbursements - 1-year minimum
- good communication skills
- prior experience in handling a team
- moderate knowledge about the loan process
- basic knowledge about API (not mandatory but would be preferable)
- overall 2 years experience minimum
- document and data analysis
- Would be responsible for end to end loan processing, from initial receipt of loan application to credit approval stage within TAT parameters.
- Reviewing the loan application.
- Reviewing the credit application
- Credit underwriting
- KYC verfication.
Candidate should be Graduate
Salary: Up to 3.50 LPA
Venue: C-95, First Floor, Noida Sec-2, Nearest Metro Station- Noida sec-15
Job Description
- Required minimum experience of 2 year as Team Leader in Sales and Tele-calling
- Handle outbound calls
- Team Handling
- Knowledge of Sales
- Knowledge of Loan Process (specifically Personal Loan)
- Good Communication skills
- Good in Convincing part
- Insight sales
-Experience in Sales and Tele-calling
- Handle outbound calls
- Knowledge of Sales
- Knowledge of Loan Process
- Good Communication skills
- Good in Convincing part