Finance Sales Executive (Pune) (Bavdhan)

Finance Sales Executive (Pune) (Bavdhan)

07 Aug
|
Profcyma Career Solutions
|
Bavdhan

07 Aug

Profcyma Career Solutions

Bavdhan

Dear Candidate

Kindly find below details.

About Profcyma :

Profcyma Financial Solutions, your trusted partner in navigating the world of finance, loans, and insurance. At Profcyma, we understand the importance of financial well-being and security. With a commitment to transparency and personalized service, we strive to simplify complex financial decisions. Our dedicated team is here to guide you through a seamless experience, offering tailored solutions to meet your unique needs.

Job Summary

We are looking for a dynamic and target-driven Finance Sales Executive to promote and sell financial products such as personal loans, home loans, business loans, loan against property, education loans, credit cards, and insurance. The candidate will identify potential customers, understand their financial needs, guide them through the application process, and achieve monthly sales targets.

Key Responsibilities

- Generate leads through referrals, telecalling, field visits, digital platforms, and networking.
- Identify customer financial requirements and recommend suitable loan or financial products.
- Explain product features, eligibility criteria, interest rates, and repayment terms.
- Assist customers with documentation and loan application processing.
- Coordinate with banks, NBFCs, and internal operations teams for timely approvals.
- Maintain regular follow-ups until loan disbursement.
- Achieve monthly sales and revenue targets.
- Build and maintain long-term customer relationships.
- Update CRM with customer interactions and sales progress.




- Stay updated on financial products, market trends, and regulatory guidelines.

Required Skills

- Excellent communication and negotiation skills.
- Strong sales and relationship-building abilities.
- Customer-focused approach.
- Basic knowledge of banking and financial products.
- Ability to work under targets and deadlines.
- Familiarity with MS Excel, CRM software, and digital sales tools.

Qualification

- Bachelor's degree in any discipline (B.Com, BBA, MBA preferred).
- Freshers with strong communication skills are welcome.
- Prior experience in banking, NBFC, DSA, insurance, or financial sales is an advantage

Ability to work in a target-driven environment Working Conditions:

1. Full-time position, with some travel required for client meetings and events.

2. Adaptable working hours or remote work may be offered depending on the organization.

Language : English and Marathi , Hindi

Package : 2.5L to 3.5L (Lucrative Incentive Depends on overall Skills and the educational qualification)

Working Days- (9.30am to 6.30pm) Monday to Saturday

Sunday Week off

Location- Pune

Profcyma Finacial Solutions Pvt Ltd

2nd floor, Office No 3, Opp high-class soc, M.no 734 Near Suryadutta College, Bavdhan Khurd, Pune 411021.

Thanks & Regards,

Siddhi Gupchup/Deepti Deshmukh

(phone hidden)/(phone hidden)

Profcyma Financial Solutions Pvt ltd

https://www.profcymafinance.com/

Pay: ₹20,000.00 - ₹27,000.00 per month

Education:

- Bachelor's (Required)

Work Location: In person

📌 Finance Sales Executive (Pune) (Bavdhan)
🏢 Profcyma Career Solutions
📍 Bavdhan

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