Sales Executive

Role Description:

• Candidate with Inbound and outbound voice experience in disbursal operations with banking and lending industry.
• Explaining and convincing the customers about the benefits and offers related to the financial products like Personal Loans & Insurance.
• Understanding the needs of customer and helping the customer to complete the loan process and in collecting required information.
• Convincing the customers on submitting financial documents & statements involved procuring Personal Loans in a timely manner.
• Ability to make customers understand about various Repayment setup (NACH/E-NACH) methods & guide them on the same.
• Convincing the customers on submitting KYC documents & any additional documents as required by Credit/Risk functions.
• Pitching & cross selling of Insurance products to customers by explaining the benefits and processes involved in insurance activation.
• Verifying all submitted documents and details and guiding the customers throughout the process.
• Following up with prospects and engaging them multiple times to fulfill their financial needs
• Demonstrate appropriate sense of urgency and adaptability in response to changing business needs.
• Ability to maintain composure in critical situations & deliver target-oriented results

Key Responsibilities:

• 1+ years of work experience in tele sales and relationship manager role with financial service based company.
• Strong interpersonal and communication skills with the ability to communicate & convince effectively to a wide range of Customer base.
• Comfortable with flexible shifts.
• Ability to converse in multi-language English & Hindi is a must
• Time management, Decision making ability, professionalism, Negotiation and convincing skills.
• Focused on Quality & Target driven approach.
• Fintech Startup experience is an added advantage.
• Knowledge on Loan Process and Products.
• Knowledge on insurance products & processes
• Work closely with finance, product, and operations teams to optimize growth strategies and business outcomes.
• Identify and address bottlenecks in execution, ensuring seamless collaboration across teams.
• Lead high-priority problem-solving initiatives and facilitate structured decision making processes.