Company Description First Adviser (FA Wizard) is one of the youngest and fastest-growing Corporate Channel Partners in India, working with top Banks and Financial Institutions. Founded in 2017-2018 by experienced ex-bankers, we specialize in retail loans, catering to a range of geography. We offer diverse unsecured and secured loan products, and our sourcing model includes telemarketing, field staff, business development, corporate tie-ups, and an agency network. Embracing tech advancements, we provide AI-powered lending solutions, automated platforms for partners, and digital payment integration for a seamless customer experience. With a strong ethics-driven approach, we focus on transparency, compliance, data security, and customer-centric solutions. Role Description This is a full-time, on-site role for an Area Sales Manager located in New Delhi. The Area Sales Manager will be responsible for overseeing daily sales activities, managing sales teams, developing and implementing sales strategies, building and maintaining customer relationships, and achieving sales targets. This role involves close collaboration with partners, handling customer inquiries, resolving issues, and ensuring compliance with company policies and regulations. Qualifications Proven experience in sales management and developing sales strategies Ability to manage and lead a sales team effectively Excellent customer relationship management and communication skills Knowledge of the financial sector, including loan products and services Strong organizational and problem-solving skills Bachelor's degree in Business Administration, Finance, or related field Experience in the banking or financial services industry is a plus Show more Show less
We Are Hiring For Our company First Adviser (Corporate Dsa) Role - Cluster Head, Area Head, Branch Manager, Sales Manager For Gujarat location. Call - 9327366003 mail id - rrangrej@firstadviser.co Show more Show less
Company Description First Adviser (FA Wizard) is one of the fastest-growing Corporate Channel Partners in India, founded by experienced ex-bankers in 2017-2018. We specialize in retail loans, catering to diverse geographical markets with a range of unsecured and secured loan products like Personal, Business, Professional, Home, Mortgage, SME, and Vehicle Loans. Our operations are driven by a multifaceted sourcing model, leveraging telemarketing, a skilled field team, and strategic partnerships for automated, AI-powered lending solutions. At First Adviser, we prioritize transparency, compliance, data security, and customer-centric solutions to empower individuals and businesses across India. Role Description This is a full-time on-site role for a Relationship Manager, based in Pune. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, offering suitable loan products, and ensuring customer satisfaction. Daily tasks include managing customer queries, providing expert advice on loan options, coordinating with internal teams for smooth processing, and developing new business opportunities. The role involves managing client portfolios, conducting regular follow-ups, and ensuring adherence to compliance and regulatory standards. Qualifications \n Client Relationship Management, Customer Service, and Communication skills Knowledge of various loan products including Personal Loans, Business Loans, Home Loans, SME Loans, and Vehicle Loans Financial Analysis, Credit Assessment, and Risk Management skills Ability to work independently and within a team environment Excellent problem-solving and negotiation skills Bachelor's degree in Finance, Business Administration, or related field Prior experience in banking, financial services, or related industry is a plus Proficiency in using digital platforms and financial software tools Strong ethics and commitment to compliance and data security
Company Description First Adviser | Your Loan Partner is one of the fastest-growing Corporate Channel Partners in India, collaborating with top Banks and Financial Institutions. Founded in 2017-2018 by experienced ex-bankers, we provide a diverse range of unsecured and secured loan products including Personal Loans, Business Loans, Professional Loans, Home Loans, Mortgage Loans, SME Loans, and Vehicle Loans. Our multifaceted sourcing model and strategic partnerships with AI-powered and automated platforms ensure faster, transparent, and seamless customer experiences. We focus on transparency, compliance, data security, and customer-centric solutions, empowering individuals and businesses across India. Role Description This is a full-time on-site role for a Mortgage Loan Specialist, located in West Delhi. The Mortgage Loan Specialist will be responsible for assisting clients with mortgage loan applications, evaluating loan documents, conducting financial analysis, and providing exceptional customer service. Additional tasks include staying up-to-date with industry regulations, managing client relationships, and collaborating with other team members to drive loan solutions. Qualifications Skills in Mortgage Marketing, Mortgages, and Mortgage Lending Experience in Finance and Customer Service Strong analytical and financial evaluation skills Excellent written and verbal communication skills Ability to work independently and collaboratively in an on-site environment A Bachelor’s degree in Finance, Business, or a related field is preferred Prior experience in the financial sector is advantageous
Company Description First Adviser (FA Wizard) is one of the youngest and fastest-growing Corporate Channel Partners in India, working with top Banks and Financial Institutions. Established in 2017-2018 by experienced ex-bankers, the company has quickly expanded to cater to both emerging and deeper markets across India. Specializing in retail loans, First Adviser offers a wide range of unsecured and secured loan products such as Personal Loans, Business Loans, Professional Loans, Home Loans, Mortgage Loans, SME Loans, and Vehicle Loans. With a technology-driven approach and a strong ethical focus on transparency, compliance, and customer-centric solutions, First Adviser ensures seamless customer experiences through AI-powered and automated platforms. Role Description This is a full-time hybrid role for a Cluster Manager, located in Delhi, India, with some work from home flexibility. The Cluster Manager will oversee a team of business development managers, telemarketing staff, and field officers. Responsibilities include developing and implementing business strategies, nurturing corporate tie-ups, ensuring compliance with regulatory requirements, and meeting sales targets for various loan products. The Cluster Manager will also be involved in training and development of staff, as well as managing relationships with channel partners and key stakeholders. Qualifications Experience in Business Development, Sales Management, and Client Relationship Management Knowledge of Retail Loan Products including Personal, Business, Home, Mortgage, and SME Loans Strong Leadership Skills and Team Management experience Proficiency in using automated platforms and AI-powered lending solutions Excellent communication and interpersonal skills Ability to work in a hybrid environment and adapt to flexible working conditions Bachelor's degree in Business Administration, Finance, or a related field Previous experience in the banking or financial services sector is preferred
Company Description First Adviser (FA Wizard) is one of the youngest and fastest-growing Corporate Channel Partners PAN India, working with top Banks and Financial Institutions. Founded in 2017-2018 by experienced ex-bankers, we offer a diverse range of unsecured and secured loan products including Personal Loans, Business Loans, Professional Loans, Home Loans, Mortgage Loans, SME Loans, and Vehicle Loans. Our multifaceted sourcing model includes telemarketing, field staff, business development managers, corporate tie-ups, and a growing agency network. We have embraced AI-powered lending solutions, automated platforms for channel partners, and digital payment integration to ensure fast, transparent, and seamless customer experiences. With a strong ethics-driven approach focused on transparency, compliance, data security, and customer-centric solutions, First Adviser empowers individuals and businesses across India. Role Description This is a full-time on-site role located in Raipur for a Regional Sales Manager. The Regional Sales Manager will be responsible for developing and executing sales strategies, managing and mentoring a sales team, and ensuring targets are met or exceeded. Daily tasks include identifying new business opportunities, maintaining relationships with existing clients, conducting market research, preparing sales reports, and collaborating with other departments to align sales strategies with business objectives. Qualifications Proven experience in Sales Management and Business Development Ability to develop and implement sales strategies Strong leadership, team building, and mentoring skills Excellent communication, negotiation, and interpersonal skills Proficiency in using CRM software and MS Office Suite Strong analytical and problem-solving abilities Flexibility to travel within the region as needed Bachelor’s degree in Business Administration, Sales, Marketing, or a related field Experience in the financial services or banking industry is a plus
The ideal candidate will be responsible for building out our sales and marketing strategy, sales forecasting reports, and sales pipeline. You will then monitor our sales performance with the goal of expanding our company's market share. Your collaborative nature and will help you succeed when coordinating with external distributors and internal sales and marketing teams. Responsibilities Monitor and report on sales performance Manage and coach sales team Assist in developing the annual marketing and sales plans Build sales pipeline for new business opportunities Qualifications Bachelor's Degree or equivalent experience Previous experience in technical sales Previous industry experience
Company Description First Adviser (FA Wizard) is one of the youngest and fastest-growing Corporate Channel Partners in India, collaborating with top Banks and Financial Institutions. Founded in 2017-2018 by experienced ex-bankers, we focus on retail loans for emerging and deeper geographical markets, offering a diverse range of unsecured and secured loan products. With a presence across India, we utilize a multifaceted sourcing model and strategic technological partnerships to deliver AI-powered lending solutions and seamless customer experiences. Our ethics-driven approach emphasizes transparency, compliance, data security, and customer-centric solutions. Role Description - This is a full-time on-site role for a Zonal Head located in Gujarat, MadhyaPradesh, Rajasthan, Maharastra, Mumbai, Westbengal , Oddissa, Andhrapradesh, Telagana, Across Pan india Location - The Zonal Head will be responsible for overseeing and managing sales activities within the assigned zone, developing and implementing sales strategies, and achieving sales targets. - Daily tasks include monitoring sales performance, guiding sales teams, building relationships with clients, and ensuring compliance with company policies and procedures. - The role requires coordination with various internal departments and providing regular reports to senior management. Qualifications - Minimum 15 years of team handling exp - Experience in Sales Management, Business Development, and Client Relationship Management - Strong leadership and team management skills, - Proficiency in developing and implementing sales strategies - Excellent communication, negotiation, and interpersonal skills - Understanding of financial products, particularly retail loans (Personal Loans, Business Loans, Home Loans, etc.) - Ability to analyze sales metrics and develop action plans - Proficiency with CRM software and MS Office tools - Master's degree in Business Administration, Finance, or related field - Experience in the banking or financial sector is a plus - Willingness to travel within the assigned zone as needed - Compulsary Related From Finance Field only
Company Description First Adviser (FA Wizard) is one of the youngest and fastest-growing Corporate Channel Partners in India, specializing in retail loans for both emerging and deeper geographical markets. Founded in 2017-2018 by experienced ex-bankers, we offer a variety of unsecured and secured loan products including Personal Loans, Business Loans, Professional Loans, Home Loans, Mortgage Loans, SME Loans, and Vehicle Loans. Leveraging technological advancements, we provide AI-powered lending solutions and automated platforms for seamless customer experiences. Our ethics-driven approach ensures transparency, compliance, data security, and customer-centric solutions, solidifying our reputation as a trusted financial partner. Role Description This is a full-time on-site role for a Financial Adviser located in Salem. The Financial Adviser will be responsible for providing comprehensive financial planning and advisory services to clients. Daily tasks include conducting financial assessments, developing investment strategies, and preparing financial plans for retirement, investments, and other financial goals. The candidate will also be responsible for maintaining client relationships and ensuring adherence to ethical standards. Qualifications Expertise in Financial Planning and Finance Proficiency in Retirement Planning and Investments Financial Advisory skills Strong analytical and problem-solving abilities Excellent written and verbal communication skills Bachelor's degree in Finance, Economics, Business, or a related field Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
Company Description First Adviser (FA Wizard) is a rapidly growing Corporate Channel Partner across India, working with top Banks and Financial Institutions. Founded in 2017-2018 by experienced ex-bankers, we specialize in providing a wide range of retail loan products, including secured and unsecured loans. Our operations include innovative sourcing models, and our team of experienced ex-bankers ensures expert guidance and localized business development. We leverage advanced technology solutions to offer AI-powered lending, automated platforms, and digital payment integration. Our strong ethics-driven approach emphasizes transparency, compliance, data security, and customer-centric solutions. Role Description This is a full-time on-site role for a Zonal Sales Manager, located in Gujarat, India. The Zonal Sales Manager will be responsible for driving sales within the region, managing and developing a team of sales professionals, and establishing strategic partnerships. Daily tasks include setting sales targets, overseeing operations, developing strategies to penetrate the market, conducting sales presentations, and ensuring customer satisfaction. The role also involves monitoring sales performance, providing training and support to the sales team, and maintaining strong relationships with clients and partners. Qualifications Proven experience in Sales Management, Business Development, and Team Leadership Strong understanding of Retail Loan Products including Personal, Business, Professional, Home, Mortgage, SME, and Vehicle Loans Excellent skills in Strategic Planning, Market Penetration, and Sales Operations Strong communication, negotiation, and relationship management skills Proficiency in using CRM software and sales automation tools Ability to work independently and manage multiple tasks Bachelor's degree in Business, Finance, Marketing, or related field Experience in the financial services industry is a plus