1. Achieving the assigned sales target from open market by sourcing various financial products such as Secured/Unsecured Loans, Life/General Insurance & Credit Cards.

2. Error free logins of loan & credit card cases on bank portals.

3. Clearing documentation pendency informed by bank team by coordinating with clients/associates.

4. Maintaining all day-to-day activity of client visits, bank visits, leads generated, etc.

5. Responsible for activation of all sourced cards.

REQUIRED PROFILE : Min. Education: Graduate (any discipline except B.Tech & B.Pharm)

Min. Experience: 2yrs in direct sourcing of Loans/Insurance/Credit Cards.

Gender Preference: Male

Age Preference: 25-35

Vehicle: Own vehicle preferred

REQUIRED SKILLS :

1. Positive communication skills (writing & speaking)

Job Types : Full-time, Permanent

Pay: ₹15,000.00 - ₹35,000.00 per month

Experience :

- 2yrs in direct sourcing of Loans: 1 year (required)

Work Location: In person

📌 Field Sales Executive (Bareilly)
🏢 Efox Consultancy Services
📍 Bareilly