Financial Expert

14 hours ago

Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

The Financial Expert plays a pivotal role in assessing customer financial needs and crafting tailored solutions. Strong analytical skills, coupled with attention to detail, enable the identification of new business opportunities through effective networking, referrals, and market research.

Key Responsibilities
  • Develop and Maintain Relationships: Foster strong relationships with customers by understanding their financial needs and providing personalized mortgage solutions.
  • Analyze Customer Data: Conduct thorough analysis of customer financial data to determine the best mortgage options, collaborating closely with internal teams for seamless execution.
  • Provide Exceptional Service: Respond promptly to queries, resolve issues efficiently, and stay updated on market trends and competitor activity.
Requirements
  • Retail Mortgage Knowledge: Possess strong knowledge of retail mortgages products, including features, benefits, and risks.
  • Excellent Communication Skills: Demonstrate excellent communication, interpersonal, and negotiation skills.
  • Fast-Paced Environment: Ability to work in a fast-paced environment, meet sales targets, and possess strong analytical and problem-solving skills.
  • Technology Proficiency: Proficiency in using technology and software applications relevant to mortgage management.
  • Customer Rapport Building: Ability to build rapport with customers from diverse backgrounds and income levels.
Benefits

As a Relationship Manager, you will be part of a dynamic team that values innovation, collaboration, and customer satisfaction. Our company offers a competitive compensation package, comprehensive training, and opportunities for career growth and development.

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