Primary role of a Finance and Insurance executive is to sell finance and insurance to retail customers.
DUTIES AND RESPONSIBILITIES
Provide tailor made finance options to customers to suit their repayment capabilities
Work closely with Sales Consultants to get leads for finance cases.
Facilitate finance documentation with high customer satisfaction
Improve SSI , RDI or any other customer satisfaction related scores
Provide MIS reports.
Liase with financial institutions
Collect MIS on competition finance offers
BAND
Executive
SKILLS REQUIREMENT
Positive telephone etiquette and persuasive in nature.
Knowledge about various finance schemes and EMI options.
Knowledge about competitor activity in finance sphere.
Valuable basic arithmetic knowledge.
Should be alert and receptive.
Must be very organized qualified.
Knowledge about Excel.
Basic Product knowledge
EDUCATION
Graduate in any discipline.
Knowledge of finance terminology.
EXPERIENCE
1 to 2 years experience in retail finance industry.
Prior automobile industry experience desirable.
Pay: ₹15,000.00 - ₹18,000.00 per month
Work Location: In person
📌 Finance And Insurance Executive Lucknow
🏢 Professional Scholl of Indian Banking
📍 Lucknow
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