Sales Manager

Job Description: Multiple Openings – Loans & Insurance Advisory (Home Loans, Loans Against Property, Personal Loans, Life & General Insurance)

About the Role:
We are looking for dynamic and customer-focused male and female professionals to join our team for multiple profiles in the financial services space. The ideal candidates will be responsible for educating clients about various financial products, supporting them through application processes, and contributing to business growth through proactive relationship management and lead generation.

Key Responsibilities:

1. Product Consultation & Advisory:

• Educating customers on a range of financial products including Home Loans, Loans Against Property, Personal Loans, Life Insurance, and General Insurance.
• Understanding client needs and recommending suitable loan and insurance solutions accordingly.

2. Loan Application Assistance:

• Guiding customers through the complete loan application process.
• Supporting in documentation, verification, and coordination with financial institutions and insurers.

3. Financial Assessment & Guidance:

• Analyzing clients’ financial profiles and creditworthiness.
• Providing sound advice on budgeting, loan repayment, and financial planning.

4. Compliance & Documentation:

• Ensuring accurate and complete documentation for all loan and insurance applications.
• Adhering to regulatory and company compliance standards.

5. Target Achievement & Business Growth:

• Achieving assigned sales and business targets.
• Actively contributing to the overall growth and profitability of the company.

6. Market Awareness & Product Knowledge:

• Staying updated on market trends, new financial products, lending norms, and policy changes.

7. Relationship Management:

• Building and maintaining strong relationships with customers, referral partners, developers, and other stakeholders.

8. Financial Literacy Advocacy:

• Promoting financial awareness and educating clients on various financial products, processes, and benefits.

9. Data Calling & Lead Generation:

• Conducting outbound calls to potential customers, explaining product offerings, understanding requirements, and generating qualified leads for the sales team.

Key Skills & Requirements:

• Strong interpersonal and comm

Job Type: Full-time

Pay: ₹200,000.00 - ₹700,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Preferred)

Language:

• English, Hindi and Marathi (Required)

Location:

• Baner, Pune, Maharashtra (Preferred)

Willingness to travel:

• 25% (Preferred)

Work Location: In person