INNOVISTA FINANCIAL SERVICES PVT. LTD.

Job Role: Financial Counsellor
Location: Indore, M.P.
Package: Starting form 02 LPA + Incentives & Perks

Roles & Responsibilities:
- Contact on data provided by the company through outbound calls.
Promote Secured Loans (Home Loan, LAP, Working Capital, Project Funding).
- Understand customers loan requirements & Guide for loan eligibility.
- Maintain robust follow-up with interested customers.
- Achieve daily calling and lead generation targets.
- Maintain professional communication and customer satisfaction.
- Schedule customer visit (home/business) for seniors.
- Generate quality leads.
- Build long-term client relationships.
- Maintain daily follow up reports and lead updates in excel.
- Collect and verify customer documents.

Requirement:
- B.Com / BBA / MBA / Any Graduate
- Knowledge of BFSI Sector
- Extrovert Candidate Preferred
- Good Voice & Communication skill
- Unique Pitching/Introduction skill
- Fresher & Experienced Both can apply

📌 Financial Counsellor (Indore)
🏢 Innovista Financial Services
📍 Indore