Job Description:

Key Responsibilities:*

* *Customer Engagement:*
Greet and assist walk-in customers professionally and courteously, offering information on available products and services.

* *Product Promotion & Cross-Selling:*
Understand customer needs and proactively recommend suitable financial solutions, including purchase invoice discounting and other working capital offerings.

* *Eligibility Assessment:*
Identify the customer's eligibility for various financial products based on preliminary documentation and profile.

* *Documentation Support:*
Guide customers in completing application forms and collecting required KYC and financial documents.

* *Query Resolution:*
Address basic queries related to products, application status, and processes, ensuring a smooth customer experience.

* *Coordination:*
Coordinate with internal sales, credit, and operations teams to ensure timely processing of customer requests.

* *Compliance:*




Ensure customer documentation and communication follow regulatory and company policy guidelines.

* *Feedback Collection:*
Gather customer feedback to improve services and report any recurring issues or insights to the management team.

Desired Profile / Criteria / Skills :

* Graduate in any discipline (Commerce or Finance preferred) / Open to all candidates with the right skills and attitude
* 1–3 years of experience in a customer-facing sales role in finance, banking, or NBFC sector.
* Robust communication and interpersonal skills.
* Ability to assess customer needs and suggest appropriate products.
* Basic understanding of financial products, especially invoice discounting, is a plus.
* Proficiency in MS Office and CRM software is desirable.
* Fluency in Hindi and English.

📌 Sales Role with a MSME Loan Consulting Firm (Mumbai)
🏢 Resource Advisory junction
📍 Mumbai