Job Description
Financial Services Associate/ Lobby Sales Executive
Job Location : Mumbai
Desired Background : MBA / Graduates with minimum 1 year of experience
1. Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
· Communicate the necessary details to the customers for the products being bought by them.
· Ensure sale is completed through / in line with the defined sales process.
· Maintain product mix across types of loans / value of loans ( Eqt Housing, etc)
· Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.
2. Relationship Building:
• Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
3. Account Management & Servicing:
• Manage and service the existing customer portfolio.
• Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc).
Job Types: Permanent, Full-time
Salary: From ₹25,000.00 per month
Benefits:
• Cell phone reimbursement
• Health insurance
• Provident Fund
Ability to commute/relocate:
• Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Education:
• Bachelor's (Preferred)
Experience:
• Banking: 1 year (Preferred)
Speak with the employer
++1-XXXXXXXXXX
Job Location : Mumbai
Desired Background : MBA / Graduates with minimum 1 year of experience
1. Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
· Communicate the necessary details to the customers for the products being bought by them.
· Ensure sale is completed through / in line with the defined sales process.
· Maintain product mix across types of loans / value of loans ( Eqt Housing, etc)
· Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.
2. Relationship Building:
• Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
3. Account Management & Servicing:
• Manage and service the existing customer portfolio.
• Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc).
Job Types: Permanent, Full-time
Salary: From ₹25,000.00 per month
Benefits:
• Cell phone reimbursement
• Health insurance
• Provident Fund
Ability to commute/relocate:
• Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Education:
• Bachelor's (Preferred)
Experience:
• Banking: 1 year (Preferred)
Speak with the employer
++1-XXXXXXXXXX
💡 Quick Summary
Seeking a career-building opportunity? The Financial Service Associate| Lobby sales Executive position is now open for candidates interested in the Counter Sales Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Counter Sales Jobs is a plus.
