Company Description Finbros Finance (Finbros Capital Advisory Pvt. Ltd.) is a leading channel partner for India’s top banks and NBFCs, providing customers with high-value financial products. Established in 2014 under the aegis of Finbros Marketing, the company has supported more than 200,000 customers in achieving their financial goals.

Its portfolio includes personal loans, home loans, business loans, credit cards, insurance products, and other consumer-focused financial solutions. A team of experienced advisors offers 360-degree support, guiding customers from application to disbursal and after-sales service.

Finbros

Finance focuses on transparent, customer-centric financial advisory to simplify access to credit and insurance products.

Role Description The Account Executive is a full time, on-site role based in Thane. This role involves managing customer relationships, understanding client financial needs, and recommending suitable loan, credit card, and insurance products from partner banks and NBFCs.

The Account

Executive will handle end-to-end sales activities, including lead generation, follow-ups, documentation assistance, coordination with internal and external stakeholders, and ensuring timely application processing and disbursal. Day-to-day tasks include maintaining accurate records in CRM systems, achieving assigned sales and revenue targets, and providing clear, ethical advice aligned with customer interests.



The role also requires collaborating with the advisory and operations teams to deliver a smooth customer experience and support post-disbursal queries.

Qualifications

- Strong customer relationship management and client servicing skills, with the ability to understand and translate customer needs into suitable financial solutions.
- Sales and negotiation skills, including experience in meeting targets, managing pipelines, and converting leads in a fast-paced environment.
- Basic knowledge of retail financial products such as personal loans, home loans, business loans, credit cards, and insurance, or willingness to learn quickly.
- Solid communication and interpersonal skills, with proficiency in English and local languages and the ability to explain complex information clearly.
- Good organizational and documentation skills, including accuracy in handling application forms, KYC requirements, and CRM data entry.
- Comfort with using computers, MS Office, and digital tools for lead management, reporting, and coordination with partner institutions.
- Ability to work on-site in Thane, collaborate within a team, and maintain a professional, customer-centric approach in all interactions.
- Preferred: Prior experience in banking, NBFCs, financial advisory, or telesales; a diploma or degree in commerce, finance, business, or a related field.

📌 Account Executive (Thane)
🏢 Finbros Finance
📍 Thane