Financial Advisor

Job Description

Job Title: Financial Advisor – Telesales Company: Excellence Financing Broker Location: Faridabaad, Haryana Department: Sales / Financial Services Experience: 2–4 Years Employment Type: Full-time Job Summary: We are seeking a highly motivated and customer-focused Financial Advisor (Telesales) with 2–4 years of relevant experience to join our dynamic sales team. In this role, you will be responsible for reaching out to potential clients via telephone, providing tailor-made lending solutions to a diverse client across the UAE. We specialize in credit cards, personal loans, and loan buyouts, working with leading UAE banks to offer our clients the most competitive options in the market. Key Responsibilities: Conduct outbound tele sales calls to potential and existing clients across the UAE. Identify customer needs and offer appropriate financial products (credit cards, personal loans, loan buyouts). Effectively explain product features, benefits, eligibility, and documentation requirements. Maintain a high conversion rate from leads to applications, meeting or exceeding monthly targets. Follow up with clients on documentation, approvals, and disbursal stages. Build and maintain long-term client relationships for cross-selling and referrals. Maintain detailed records of client interactions and sales performance using CRM tools. Key Requirements: 2–4 years of proven experience in tele sales, preferably in financial services or insurance. Basic Understanding of financial products like Credit Card, Personal Loan, Buyout Loans etc. Excellent communication and interpersonal skills. Goal-oriented with a passion for sales and customer service. Self-motivated, target-oriented, and able to work under pressure. Familiarity with CRM tools and MS Office.. Ability to handle rejection and stress in a fast-paced environment. What We Offer: Competitive salary with attractive incentives and performance bonuses. Opportunities for professional growth and development Supportive and collaborative work environment Training on financial products and sales techniques Show more Show less