Loan Advisor

2 weeks ago


Mumbai, India BSN employment Full time

Employment Type:
**Permanent**

Job Type:
**Full time**

Key skills:
**- Information gathering and management - Persuasiveness - Adaptability - Initiative - Negotiation skills - High energy levels - Self-motivation**

No of Vacancies:
**20**

Industry:
**BPO, Call Centre, ITs**

Job Role:
Salary:
**0-3 Lakhs**

Location:
**Mumbai**

ROLES & RESPONSIBILITIES:
1. Prospecting with suspect leads. A suspect is a person who has still not decided on taking a loan.

2. Converting a suspect to a prospect. This involves the following:

- Establishing contact with the prospect, this could involve several calls and may need a call at a time beyond office hours.
- This will also involve making calls at different times in order to achieve success.
- Need Analysis
- Eligibility Profiling
- Setting up an appointment
- Follow up with the prospect post every meeting with the sales officer until conclusion.

3. Basis feedback from the prospect, seek interventions from the senior sales resource or by your own-self in satisfying customer needs with the objective of converting the prospect to a customer

4. Responsible for conversion of suspects to prospects to customers

5. Provide support to the sales team in increasing conversions by:

- Prompt calling to all suspects / prospects
- Timely follow up with all prospects
- Cordial relationships with the sales officer mapped.
- Collaboration with the sales officer in providing feedback.

6. Responsible for complete knowledge of company products and policies as well as those of competition

7. Responsible for quality of the conversation, which entails the following:

- Accuracy
- Product Knowledge
- Appraisal Skills
- Punctuality & TOS
- TAT commitments

8. Ability to handle objections

9. Updating the software. You must capture your conversation with the customer effectively such that a third person is able to carry on the conversation with the customer where you left off.

10. Generating References: The quality of your conversation and your ability to connect with the customer is also reflected in the number of references that you generate.

11. Providing market feedback to the supervisor: It is important to share with your supervisor any trends that you come across whilst speaking to a prospect. Examples could be objections from prospects regards the processing fee being charged by us vis-à-vis the same being charged by a specific competitor.


  • Home Loan Advisor

    4 weeks ago


    Mumbai, India Ara Resources Full time

    **About the Company**: ARA's Client is India’s leading independent real estate services company with a presence across India and the Middle East. The Company has diversified interests across the real estate lifecycle and deploys its proprietary technology platform to accelerate marketing and sales. Its services include Residential Broking & Technology,...

  • Loan Advisor

    4 weeks ago


    Mumbai, India Finwizz Financial Services Pvt Ltd Full time

    Providing advisory and consultative loan solutions to customers looking to purchase property in partner projects by evaluating the customer's financial, providing the right scheme, financial solution etc - Maintaining excellent relationship with all stakeholders of the account (builder sales, CRM, builder management) - Coordination with internal teams,...


  • Mumbai, India ACM Advisors Full time

    Head Real Estate Project Finance Division as Advisor to various Societies and owners that need assistance in arranging finance for projects mainly residential and commercial areas.ResponsibilitiesProspect for assignments with various developers seeking assistance for project finance, structuring, negotiations, legal documentation, disbursements. Network with...


  • Mumbai, India ACM Advisors Full time

    Head Real Estate Project Finance Division as Advisor to various Societies and owners that need assistance in arranging finance for projects mainly residential and commercial areas. Responsibilities Prospect for assignments with various developers seeking assistance for project finance, structuring, negotiations, legal documentation, disbursements. Network...


  • Mumbai, India ACM Advisors Full time

    Head Real Estate Project Finance Division as Advisor to various Societies and owners that need assistance in arranging finance for projects mainly residential and commercial areas.ResponsibilitiesProspect for assignments with various developers seeking assistance for project finance, structuring, negotiations, legal documentation, disbursements. Network with...


  • Mumbai, India ACM Advisors Full time

    Head Real Estate Project Finance Division as Advisor to various Societies and owners that need assistance in arranging finance for projects mainly residential and commercial areas.ResponsibilitiesProspect for assignments with various developers seeking assistance for project finance, structuring, negotiations, legal documentation, disbursements. Network with...

  • Data Researcher L2

    4 weeks ago


    Mumbai, India Forbes Advisor Full time

    Job DescriptionPosition OverviewThe Data Research team is responsible for supporting the content written by our expert editors, by collecting, classifying and reviewing data that will be used to subsidize our articles. This is in order to deliver engaging and accurate content our readers expect to help them make smart financial decisions.This role is...

  • Data Researcher L2

    4 weeks ago


    Mumbai, India Forbes Advisor Full time

    Job DescriptionPosition OverviewThe Data Research team is responsible for supporting the content written by our expert editors, by collecting, classifying and reviewing data that will be used to subsidize our articles. This is in order to deliver engaging and accurate content our readers expect to help them make smart financial decisions.This role is...

  • Data Researcher L2

    4 weeks ago


    mumbai, India Forbes Advisor Full time

    Job DescriptionPosition Overview The Data Research team is responsible for supporting the content written by our expert editors, by collecting, classifying and reviewing data that will be used to subsidize our articles. This is in order to deliver engaging and accurate content our readers expect to help them make smart financial decisions.This role is...

  • Financial Advisor

    1 month ago


    Mumbai, India Coppergate Consultancy Pvt.Ltd Full time

    **Job Detail** **Company Name**: HDFC Sales **Location**: Mhape (Navi Mumbai) **Designation**: Financial Advisor (Full Time) **Description**: Process Insurance Sales No. of Requirements 20 Gender Male/female About Process : Insurance sales involves selling various types of insurance to customers, including home, life, health and auto insurance. People...

  • Advisor- Nri Desk

    1 month ago


    Mumbai, Maharashtra, India Clini launch Business Solutions Full time

    Description We are currently seeking a highly motivated and dynamic individual to join our team as an Advisor - NRI Desk. As an Advisor, you will play a key role in providing exceptional service and support to our Non-Resident Indian (NRI) clients. Your excellent interpersonal skills, in-depth knowledge of NRI banking, and ability to adapt to changing...

  • Financial Advisor

    4 weeks ago


    Mumbai, India aggta fincorp Full time

    Job : financial adviser, profile sales , bank difreant type of product like home loan ,businessloan and other prodect from difreant bank **Salary**: ₹8,164.95 - ₹20,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to...


  • Mumbai, Maharashtra, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0293400**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-18**Location**:Mumbai**Position Overview**: **Job Title - **Private Banking Advisor, AS** **Location - Mumbai, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across...


  • Mumbai, India Deutsche Bank Full time

    **Job Title: Private Banking Advisor - Branch Banking** **Location - Mumbai** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value...

  • Home Loan Advisor

    4 weeks ago


    Mumbai, India Aloite Group Full time

    Will discuss over the interview **Salary**: ₹400,000.00 - ₹1,400,000.00 per year Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or willing to relocate with an employer-provided relocation package (required) **Experience**: - Direct sales: 1 year (preferred)


  • Mumbai, India PHH Mortgage Full time

    POSITION SUMMARY:  The Underwriter reviews, conditions, and underwrites mortgage loans in accordance with established policies and procedures and appropriate guidelines; examines all documentation for accuracy and completeness. JOB FUNCTIONS AND RESPONSIBILITIES   Review and analyze the mortgage loan application to ensure eligibility, accuracy,...

  • Fund Advisor

    1 month ago


    Malad, Mumbai, Maharashtra, India Jobflip Full time

    **Designation**:Fund Advisor (Outbound Cold Calling - UK PROCESS) **Product**:B2B Loan **Shift Time**:2:30 to 11:30 pm **Minimum Qualification**:Any Graduation **Experience**:1 Year to 5 years. **Function/ Department**:Sales **Responsibilities**: - Must be comfortable in generating leads through tele-calling. - Must keep track of all leads generated...

  • Service Officer

    4 weeks ago


    Mumbai, India Deutsche Bank Full time

    **Job Posting Title**:IPB Americas Structured Lending Service Officer** **Location: Mumbai** **Role Description**: You will support the International Private Bank (IPB) Americas Structured Lending Middle Office team. As part of the IPB Americas Lending COO organization, the Structured Lending Middle Office team act as the final gatekeeper to ensure that...

  • Pcc Only

    1 month ago


    Mumbai, Maharashtra, India Deutsche Bank Full time

    **PCC Only - Private Banking Advisor**: **Job ID**:R0293401**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-18**Location**:Mumbai**Position Overview**: **Job Title - **Private Banking Advisor** **Location - Mumbai, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations...

  • Marketing Manager

    2 weeks ago


    mumbai, India InCred Financial Services Full time

    We are seeking a talented and experienced Education Loan Marketing Manager to lead ourmarketing efforts for education loan products and services. The ideal candidate will possess adeep understanding of the education financing landscape and will be responsible for developingand executing strategic marketing initiatives to promote our education loan...