Address: Pune : 1187/25 office no -502 ,Amit Shiriphal 6th Floor Above Elysium Banquet Hall Nr Natural Ice Cream Ghole Road Shivaji Nagar Pune - 411005
Experience: Freshers and candidates with 0–4 years of experience are welcome
About the Role
We are looking for driven, customer-focused people to sell our loan and insurance products. You will identify prospective customers, understand what they need financially, and guide them to the right products, from first contact to disbursement or policy issuance.
Key Responsibilities
Generate leads through field visits, referrals, calls and digital channels
Promote and sell loans (home, personal, business/MSME, loan against property) and insurance (life, health, general)
Understand customer requirements and recommend suitable products
Collect and verify customer documents, and coordinate with banks, NBFCs and insurers
Follow up on applications until disbursement or policy issuance
Build long-term client relationships and generate repeat and referral business
Achieve monthly sales targets and keep accurate records of leads and conversions
Requirements
SSC/HSC/Graduate or postgraduate in any discipline (MBA/BBA/BCom preferred)
Average communication and interpersonal skills and the local language A target-oriented mindset and a willingness to do field work
Basic knowledge of financial products is an advantage, and training will be provided A two-wheeler and a smartphone are preferred for field roles
What We Offer
Fixed salary plus attractive performance-based incentives
Structured training in financial products and sales
Fast growth opportunities in a growing financial services company
Exposure to the banking, lending, insurance and MSME sectors
📌 Relationship Manager (Pune)
🏢 Rupeeboss Financial Services
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