Midas Fintech Solutions

4 weeks ago

Mumbai, Maharashtra, India Midas Fintech Solutions Private Limited Full time

Job Responsibilities 1 Client Acquisition Relationship Management - Identify potential customers and guide them through the mortgage process including home loans loan against property LAP and other related products - Develop and maintain strong long-term relationships with clients to ensure customer satisfaction and loyalty - Regularly update clients on the status of their applications and manage any concerns or issues that arise - Achieve sales targets for mortgage products ensuring profitability and quality business growth 2 Sales Cross-Selling - Proactively cross-sell other financial products such as personal loans insurance credit cards and investment products like mutual funds and fixed deposits - Work closely with the internal sales and marketing teams to implement effective product promotions and campaigns 3 Market Research Competitor Analysis - Monitor market trends competitor strategies and customer preferences to continuously improve the product offerings and sales strategy - Provide insights on product enhancements and new opportunities based on client feedback and industry changes 4 Compliance Documentation - Ensure all necessary documentation for mortgage applications is collected and verified accurately to meet compliance requirements - Stay updated on the latest financial regulations and mortgage guidelines to maintain high service and regulatory compliance standards 5 Client Education - Educate clients about different mortgage options and the implications of various loan terms and interest rates - Provide financial planning advice to clients regarding mortgage repayment strategies and leveraging financial products for long-term financial health Key Skills Competencies - Strong knowledge of mortgage products and financial services e g insurance personal loans investments - Excellent sales negotiation and client management skills - Ability to understand client needs and provide tailor-made financial solutions - Strong communication and interpersonal skills - Target-driven with a proactive approach to achieving sales goals - Good understanding of regulatory requirements and compliance standards - Self-motivated with the ability to work both independently and collaboratively within a team - Proficient in financial software tools CRM and MS Office Excel Word Qualifications Experience - Bachelor s degree in Finance Business or a related field - 1-3 years of experience in mortgage sales or a similar role in banking or financial services - Proven track record of meeting sales targets and cross-selling financial products ref updazz com

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