Client Relationship Management: Build and maintain long-term, positive relationships with clients. Needs Assessment: Understand client needs and preferences to provide tailored solutions and services. Customer Support: Serve as the primary point of contact to handle inquiries, address concerns, and resolve issues promptly. Sales and Growth: Identify and pursue opportunities to upsell or cross-sell products and services to meet sales targets. Internal Coordination: Collaborate with internal departments to ensure client needs are met effectively and efficiently. Client Reviews: Conduct regular reviews with clients to gather feedback and ensure satisfaction. Reporting: Prepare reports on client interactions, outcomes, and market feedback. Market Knowledge: Stay informed about market trends and the company's product offerings to better serve clients. Contact No - 744 817 3173 Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Paid sick time Provident Fund Work Location: In person
Job Description – Field Business Development Executive (BDE)Company Introduction Capino Wealth Advisory and Distribution Pvt. Ltd. is a leading financial services company offering a wide range of loan solutions across India. We provide Home Loans, Personal Loans, Business Loans, Mortgage Loans, Car Loans, and more, in partnership with major Banks and NBFCs. With our Head Office in Swargate, Pune, we are committed to delivering transparent, fast, and customer-friendly financial services. We are expanding rapidly across Maharashtra and PAN India. Job Details Job Title: Field Business Development Executive (BDE) Location: PCMC Area (Pimpri-Chinchwad) Department: Sales & Business Development Industry: Finance / Loan Distribution Employment Type: Full-Time Role Overview The Field BDE will be responsible for client meetings, field visits, coordination, document collection, and managing the loan process end-to-end. This role requires daily client interactions, strong follow-up skills, and coordination with banks/NBFCs. Key Responsibilities - Conduct daily client meetings in PCMC area. - Understand customer loan needs and explain suitable loan products. - Coordinate and collect documents (KYC, income proofs, etc.). - Handle complete loan processing with banks/NBFCs. - Maintain follow-ups and provide status updates to customers. - Build strong market presence through networking and field activity. - Achieve monthly sales targets (Home Loan, PL, BL, Mortgage, etc.). - Maintain daily reporting and visit records. Required Skills & Qualifications - Minimum: 12th Pass / Graduate preferred. Job Type: Full-time Pay: ₹20,000.00 - ₹35,000.00 per month Benefits: Paid time off Provident Fund Work from home Work Location: In person
Job Description – Field Business Development Executive (BDE)Company Introduction Capino Wealth Advisory and Distribution Pvt. Ltd. is a leading financial services company offering a wide range of loan solutions across India. We provide Home Loans, Personal Loans, Business Loans, Mortgage Loans, Car Loans, and more, in partnership with major Banks and NBFCs. With our Head Office in Swargate, Pune, we are committed to delivering transparent, fast, and customer-friendly financial services. We are expanding rapidly across Maharashtra and PAN India. Job Details Job Title: Field Business Development Executive (BDE) Location: PCMC Area (Pimpri-Chinchwad) Department: Sales & Business Development Industry: Finance / Loan Distribution Employment Type: Full-Time Role Overview The Field BDE will be responsible for client meetings, field visits, coordination, document collection, and managing the loan process end-to-end. This role requires daily client interactions, strong follow-up skills, and coordination with banks/NBFCs. Key Responsibilities - Conduct daily client meetings in PCMC area. - Understand customer loan needs and explain suitable loan products. - Coordinate and collect documents (KYC, income proofs, etc.). - Handle complete loan processing with banks/NBFCs. - Maintain follow-ups and provide status updates to customers. - Build strong market presence through networking and field activity. - Achieve monthly sales targets (Home Loan, PL, BL, Mortgage, etc.). - Maintain daily reporting and visit records. Required Skills & Qualifications - Minimum: 12th Pass / Graduate preferred. Job Type: Full-time Pay: ₹20,000.00 - ₹35,000.00 per month Benefits: Paid time off Provident Fund Work from home Work Location: In person