Financial Advisor (Delhi)

Financial Advisor (Delhi)

02 Sep
|
Udyant Dynamics Private
|
Delhi

02 Sep

Udyant Dynamics Private

Delhi

Job Title:

Finance Sales AssociateCompany: TredxFinance

Job Summary

We are looking for a motivated Finance Sales Associate to engage with warm leads, understand customer funding requirements, and help businesses access working capital and trade finance solutions.

- Key Responsibilities: Call and engage with warm leads generated through marketing campaigns and also to call on the lead provided
- Understand customer requirements and recommend suitable finance solutions.
- Educate customers about TredxFinance products and eligibility criteria.
- Collect and verify required documents.
- Conduct regular follow-ups with prospects.
- Coordinate with internal teams for smooth processing.
- Handle customer queries and objections.
- Close deals and achieve monthly sales targets.
- Skills RequiredStrong communication and interpersonal skills.
- Valuable sales and negotiation abilities.
- Customer-focused approach.
- Basic understanding of finance, banking, or lending products is preferred.
- QualificationGraduate in any discipline.
- MBA (Finance/Marketing) preferred.
- Freshers and candidates with up to 1 years of experience may apply.

CompensationFixed Salary + Performance-Based Incentives

📌 Financial Advisor (Delhi)
🏢 Udyant Dynamics Private
📍 Delhi

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