About The Role

✓ Key ResponsibilitiesLead Generation: Finding potential customers (prospects) for products like Home Loans, Personal Loans, Business Loans, or Credit Cards.
✓ Customer Counseling: Explaining complex financial terms, interest rates, and repayment tenures in a way that the customer understands.Documentation & KYC: Collecting and verifying necessary documents (PAN, Aadhaar, Income Proof) to ensure the application meets bank/NBFC guidelines.
✓ Portfolio Management: Managing a book of clients and reaching out to them for Top-up loans or new insurance policies.
✓ Market Intelligence: Keeping track of interest rate changes by competitors (like SBI, HDFC, or ICICI) to pitch your product better.
✓ Target Achievement: Meeting monthly or quarterly disbursement targets (the total amount of loan money given out).ðŸ› ï¸ Required SkillsFinancial Literacy: Basic understanding of $EMI$ (Equated Monthly Installment) calculations, $ROI$ (Rate of Interest), and Credit Scores (CIBIL).Ethics & Integrity: Since you are handling people’s money and sensitive documents, honesty is non-negotiable.
✓ Persuasion: Ability to convince a customer why your bank€™s product is better than a competitor€™s.
✓ Relationship Building: Financial products are built on trust; you need to be a consultant rather than just a salesman.

Finance Sales Executive Finance Executive Financial Executive Financial Services Sales Senior Finance Executive

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Finance Sales Executive (Fresher)