- Manage relationships with existing clients to identify their financial needs and provide personalized solutions.
- Identify new business opportunities through referrals, networking, and market research.
- Process loan applications, conduct credit checks, and make lending decisions in accordance with company policies.
- Maintain accurate records of client interactions, transactions, and performance metrics.
Job Requirements :
- 0-4 years of experience in finance sales or related field (preferably in personal loans).
- Strong understanding of finance concepts such as budgeting, saving strategies, and investment options.
- Excellent communication skills for building robust relationships with clients at all levels.