Key Responsibilities
Build and maintain solid relationships with existing and prospective customers.
Explain financial products, loan schemes, and other services to customers.
Generate leads through customer references, calls, and market activities.
Contact potential customers and follow up on inquiries.
Assist customers with loan applications and required documentation.
Coordinate with internal teams for application processing and approvals.
Achieve monthly sales and customer acquisition targets.
Provide timely assistance and resolve customer queries.
Maintain accurate customer records and update CRM systems.
Identify prospects for cross-selling and up-selling financial products.
Ensure compliance with company policies and applicable guidelines.
Prepare daily activity reports and share updates with management.
Required Skills:
Good communication and interpersonal skills.
Strong customer relationship management abilities.
Sales, negotiation, and convincing skills.
Basic knowledge of loans and financial products.
Proficiency in MS Office and CRM software.
Good follow-up and coordination skills.
Target-oriented approach.
Qualified attitude and problem-solving abilities.
Pay: ₹25,000.00 - ₹30,000.00 per month
Perks
Provident Fund
Work Location: In person
📌 Relationship Executive: Bajaj Nashik
🏢 Care Plus Facility Private
📍 Nashik
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