FARIDABAD · FULLTIME
Business Development Representative
Skelite Talent Parners
Faridabad · onsite · Posted 4d ago
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Section · 01
About this role
Financial Advisor
Role Overview
The Financial Advisor owns the client journey from the first lead to successful onboarding. You will connect with prospects, understand their financial needs, qualify them, and guide them to the right product.
Key Responsibilities
Contact and engage leads, explain financial products clearly, and handle client inquiries
Understand each client's needs and check eligibility before moving ahead
Recommend suitable personal loans, debt consolidation, business loans, mortgages, and credit cards
Follow up with leads consistently and convert interest into confirmed clients
Collect, check, and organise client documents
Complete client onboarding, including the service agreement
Keep lead and case records accurate and up to date
Work towards monthly targets
Eligibility
Freshers and experienced candidates can apply
Good communication skills with good spoken English
Sales-oriented mindset and comfort with follow-ups
Willingness to learn financial products
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Section · 02