Financial Solutions Consultant

Position Overview :

We are looking for a proactive Sales Executive to drive the sales of our loan products. The ideal candidate will have strong communication skills, a results-oriented approach, and the ability to build lasting client relationships.

Key Responsibilities :

• Sales & Business Development : Prospect and acquire new customers for education loans, overdrafts, and loans against property. Achieve monthly / quarterly sales targets.
• Customer Needs Assessment : Understand customer needs, recommend appropriate loan products, and assist with applications and documentation.
• Client Relationship Management : Build long-term relationships with clients and ensure customer satisfaction throughout the loan process.
• Market Research & Lead Generation : Identify new business opportunities through networking, referrals, and partnerships. Attend events to promote loan products.
• Documentation & Compliance : Ensure loan applications and customer information comply with regulatory requirements and company policies.
• Customer Service : Address customer inquiries and provide ongoing support after loan disbursement.
• Reporting & Performance Tracking : Track sales activities, report progress, and analyze sales data for improvement.

Qualifications :