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Financial Advisor

0.00 to 5.00 Years   Navi Mumbai   19 May, 2023
Career Job Solution Hiring For career job solution
Job LocationNavi Mumbai
EducationNot Mentioned
SalaryRs 50,000 - 3.0 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSales / BDPre-Sales
EmploymentTypeFull-time

Job Description

    The company does this by providing a large range of product offerings and a customized recommendation tool through a simple mobile app that empowers advisors to be truly digital and future ready. In addition, the platform allows for instant online approval by leveraging open banking APIs of Banks and NBFCs, thus making the purchase process transparent and paperless. It has reduced the average prospecting-to-onboarding time to less than 10 minutes in a single session as compared to industry average of an interrupted process over 2-3 days.The platform currently partners with 25+ leading Banks and NBFCs and has over 25,000 Financial Advisors who have assisted more than 1 million customer applications getting processed fully digitally in a span of less than a year.Here an invitation for talented, enthusiastic individuals who want be part of the digital evolution in the financial services industry.Job TitleVirtual Relationship Manager VRMJob SummaryThe incumbent will be responsible for driving sales of Personal Loans, Credit Cards and Home Loans for Alternate Channel. This channel would be connecting with Advisors and getting the business of Credit cards/Personal Loans and Home Loans sourced and then converted through advisors mapped to the channel.Principal Duties/Responsibilities To exclusively handle Outbound calls & maintain relationship with advisors. Do cross sell with assigned advisors based mapped to them. Complete the call logs specified by the process (End-of-day target). To be aware of and comply with any updates about the process. Oversee day-to-day operation of Login/Issuance/Disbursements Keep track of performance on day-to-day basis Liaise with Operations team and follow up with them for issuance/Disbursements of their cases.Required Skills and Knowledge Must have at least a minimum of 6 months to 2 years of Sales Experience relationship management, preferably financial institutions. Must be Graduate or at least 12 passed in any stream. Age should be between 18 to 30 years. Male & Female both can apply. Ability to work under pressure, with strong self motivation. Strong communication, interpersonal and analytical skills. Time management skills. Relationship management skills and openness to feedback. Prior experience of working in a bank is a plus. Must be comfortable to work in (Marol Naka- AndheriEastlocation).

Keyskills :
cold callingdirect salespersonal loansbanking processb2c salesvoice processloan processingsalessales process

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