- Generate leads and acquire new customers for personal loans, credit cards, and insurance products.
- Contact potential customers through calls, references, and other sales channels.
- Understand customer requirements and recommend suitable financial products.
- Achieve monthly sales targets and business goals.
- Handle customer queries and guide them through the application process.
- Maintain regular follow-ups with leads and prospective customers.
- Ensure proper collection and submission of required customer documents.
- Maintain accurate records of leads, sales, and customer interactions.
- Build and maintain good relationships with customers.
Requirements
- 2–3 years of experience in loan sales, credit card sales, insurance sales, NBFC, BFSI, or financial services.
- Positive communication and convincing skills.
- Strong sales and customer-handling abilities.
- Target-oriented and self-motivated.
- Basic knowledge of financial products.
- Ability to work independently and achieve sales targets.
Preferred Candidates Candidates with experience in NBFC/Loan/Banking/Insurance sales will be preferred.
Salary: ₹15,000–₹16,000 per month + applicable incentives.