Financial Sales Executive (Mumbai)

Financial Sales Executive (Mumbai)

04 Aug
|
Visionary Recruitment Services Chennai
|
Mumbai

04 Aug

Visionary Recruitment Services Chennai

Mumbai

Role & responsibilities

- Meet business owners and understand their funding requirements.
- Analyze financial statements and recommend suitable loan products (Working Capital, LAP, Term Loans, Invoice Discounting, etc.).
- Generate new business and cross-sell financial products.
- Manage the complete sales cycle from lead generation to disbursement.
- Maintain CRM updates and use AI tools like ChatGPT and Claude for daily work.

Preferred candidate profile

- 1 to 4 years of experience in DSA, NBFC, Banking, or Financial Services.
- Good knowledge of financial statements and MSME lending products.
- Solid communication and relationship
- looking for a immediate joinee
- contact-(phone hidden) HR

📌 Financial Sales Executive (Mumbai)
🏢 Visionary Recruitment Services Chennai
📍 Mumbai

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