Financial Services Consultant

6 days ago

Dehradun, India propelld Full time

Senior Relationship Manager / Relationship Manager – Field Sales

Dehradun

Job Type: Full-time


About the Role:

We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a proven ability to achieve targets and build strong customer relationships.


Key Responsibilities:


- Generate leads and acquire new customers for Education Loans.

- Meet potential customers through field visits, explain product offerings, and convert leads into sales.

- Build and maintain strong relationships with customers to ensure repeat business and referrals.

- Achieve monthly and quarterly sales targets as assigned.

- Coordinate with internal teams to ensure smooth loan processing and disbursement.

- Provide excellent post-sales support to ensure customer satisfaction.

- Stay updated on competitor offerings and market trends to identify new business opportunities.



Requirements:


- Graduate in any discipline.

- 2–6 years of experience in field sales, preferably in Personal Loans / Education Loans.

- Willingness to travel extensively within the assigned territory.

- Strong communication, negotiation, and interpersonal skills.

- Ability to work under pressure and meet sales targets.

- Self-motivated, result-oriented, and customer-focused.


Perks & Benefits:


- Competitive salary with attractive incentives.

- Opportunity to work with a growing financial services organization.

- Career growth and skill development opportunities

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