Financial Counsellor

INNOVISTA FINANCIAL SERVICES PVT. LTD.

Job Role: Financial Counsellor
Location: Indore, M.P.
Package: Starting form 02 LPA + Incentives & Perks

Roles & Responsibilities:

• Contact on data provided by the company through outbound calls.
  Promote Secured Loans (Home Loan, LAP, Working Capital, Project Funding).
• Understand customers loan requirements & Guide for loan eligibility.
• Maintain strong follow-up with interested customers.
• Achieve daily calling and lead generation targets.
• Maintain professional communication and customer satisfaction.
• Schedule customer visit (home/business) for seniors.
• Generate quality leads.
• Build long-term client relationships.
• Maintain daily follow up reports and lead updates in excel.
• Collect and verify customer documents.

Requirement:

• B.Com / BBA / MBA / Any Graduate
• Knowledge of BFSI Sector
• Extrovert Candidate Preferred
• Good Voice & Communication skill
• Unique Pitching/Introduction skill
• Fresher & Experienced Both can apply