P Investments

Key Responsibilities: Develop and manage strong long-term relationships with existing and prospective clients. Identify client needs and provide tailored financial and credit solutions. Achieve assigned business targets for loan disbursement, portfolio growth, and client acquisition. Ensure smooth onboarding of clients and provide post-sales service and support. Cross-sell financial products (loans, credit facilities, insurance, etc.) to maximize customer value. Conduct regular follow-ups with clients to ensure timely repayment and resolve queries. Maintain compliance with company policies, credit guidelines, and regulatory standards. Prepare reports and updates on client interactions, business progress, and market trends. Key Skills & Competencies: Strong communication and interpersonal skills. Ability to understand financial products and explain them effectively. Sales-driven and target-oriented mindset. Problem-solving and negotiation skills. Customer-centric approach with relationship management ability. Good knowledge of local market and financial industry trends. Qualifications & Experience: Graduate/Postgraduate in Finance, Business, or related field. 2–4 years of experience in banking, NBFC, or financial services (credit/loan/wealth management preferred). Proven track record of meeting sales targets and managing client relationships. Job Types: Full-time, Permanent Ability to commute/relocate: Panchkula, Haryana: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: Financial services: 2 years (Required) Language: English (Required) Shift availability: Day Shift (Required) Work Location: In person