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Agarwal Finserv Pvt. Ltd.
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Telesales Executive

Telesales Executive

Agarwal Finserv Pvt. Ltd.

2 - 31 years

0 Lacs

Alpha I Greater Noida

Posted:2 months ago| Platform: Apna logo

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Skills Required

processing documentation compliance engagement report metrics management verification communication negotiation analyze risk crm integrity

Work Mode

Remote

Job Type

Full Time

Job Description

Job Summary: The Loan and Insurance Executive is responsible for promoting, processing, and closing loan and insurance products to customers. The role involves assessing client needs, offering suitable financial solutions, ensuring documentation compliance, and achieving sales targets through effective customer engagement. Key Responsibilities: Promote and sell loan products (personal, home, vehicle, business loans) and insurance plans (life, health, general). Assess customer eligibility by reviewing income documents, credit scores, and other financial information. Guide clients through the loan/insurance application process, ensuring accuracy and completeness. Maintain up-to-date knowledge of loan and insurance products, interest rates, policies, and regulatory changes. Develop and maintain relationships with customers to build trust and encourage repeat business. Follow up with clients and financial institutions for timely disbursement, policy issuance, and document collection. Achieve monthly sales targets and report performance metrics to management. Coordinate with internal departments and third-party agents for processing and verification. Ensure adherence to all legal, compliance, and company policies. Key Requirements: Bachelor’s degree Proven experience in sales, banking, loans, or insurance preferred. Strong communication, negotiation, and interpersonal skills. Ability to analyze financial documents and assess risk. Familiarity with CRM tools and Microsoft Office Suite. High level of integrity, professionalism, and customer-centric attitude. Benefits: Competitive salary with incentives Performance-based bonuses

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Telesales Executive