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 qualified 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
Positive Voice & Communication skill
Unique Pitching/Introduction skill
Fresher & Experienced Both can apply

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