Customer Sales Advisor

Job Description – Customer Sales Advisor

Location: Noida
Department: Sales
Reporting To: Team Leader/ Manager
Company: RupeeQ.com

About RupeeQ

RupeeQ is one of India’s fastest-growing digital loan aggregators, simplifying access to Personal Loans, Business Loans, Credit Cards, and Overdraft Facilities. With strong lender partnerships and a powerful tech + sales hybrid model, RupeeQ has already enabled thousands of customers to achieve their financial goals.

Join us to be part of a high-energy team that is shaping the future of financial services in India.

Role Overview

As a Customer Sales Advisor, you will be the first point of contact for potential customers. Your role will involve understanding customer needs, offering the right loan or credit card products, and ensuring a smooth onboarding journey. You will play a key role in achieving monthly disbursement targets and building strong customer relationships.

Key Responsibilities

• Engage with inbound/outbound leads provided by RupeeQ and convert them into successful loan or card applications.
• Understand customer requirements and match them with suitable financial products from multiple banks/NBFCs.
• Clearly explain product features, eligibility, documentation, and process steps to customers.
• Achieve daily/weekly/monthly sales targets set by the organization.
• Maintain accurate records of customer interactions in the CRM system.
• Ensure high standards of customer service and resolve queries effectively.
• Collaborate with the team leader to drive performance and contribute to cluster targets.

Key Skills & Competencies

• Strong communication skills in Hindi & English (knowledge of regional languages will be a plus).
• Ability to build rapport quickly and handle objections confidently.
• Target-driven mindset with a passion for sales.
• Basic understanding of loans, credit cards, and financial products (training will be provided).
• Good computer literacy and comfort with CRM tools.
• Positive attitude, resilience, and a strong customer-first approach.

Qualifications

• Minimum Graduate (any stream).
• Freshers with excellent communication skills are welcome.
• 0–3 years of experience in sales/tele-sales/financial products preferred.

What We Offer

• Competitive fixed salary + attractive incentives.
• Opportunity to work with India’s leading banks & NBFCs.
• Career growth in a fast-scaling fintech.
• Energetic work environment with performance recognition.
• Training & mentorship to enhance product and sales skills.
• At RupeeQ, we believe sales is not just about numbers—it’s about helping customers achieve their dreams while building a rewarding career for yourself

Email - connect@rupeeq.com

Mention - Indeed CSA Job

Job Types: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹25,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Required)

Work Location: In person