Identify potential customers and generate leads through referrals, partner networks, and walk-ins.
Onboard new clients by explaining financial products and guiding them through loan/credit/insurance applications.
Maintain and strengthen long-term relationships with existing clients.
Understand client requirements and provide tailored financial solutions.
Serve as the primary point of contact for client queries, issues, and service requests.
Promote and sell consumer finance products such as:
Personal loans
EMI / retail financing
Insurance and investment products
Credit cards or co-branded products
Achieve assigned sales targets and KPIs.
Ensure adherence to company policies, regulatory norms, and KYC guidelines.
Follow up on loan repayments or overdue accounts if applicable.
Competitive base salary aligned with industry standards for mid-level sales/relationship roles.
Performance-linked incentives / bonuses based on achieving sales targets and KPIs.
Annual salary review based on individual and company performance.
Group Mediclaim / Health Insurance covering employee and family (spouse & children in some cases).
Group Term Life Insurance / Accidental Insurance providing financial security.
Optional wellness programs like health checkups and preventive care initiatives.
Onboarding and induction training on company products, policies, and systems.
Access to skill development programs for sales, relationship management, and financial advisory.
Opportunities to attend internal workshops, webinars, and certifications to enhance professional growth.