
Senior Financial Associate
6 hours ago
Job Opportunity: Senior Financial Associate
About the Role:This is an exciting opportunity to work as a senior financial associate, where you will be responsible for guiding customers through loan applications and ensuring accurate documentation.
Key Responsibilities:- Qualify prospects and provide excellent customer service.
- Meet monthly sales targets and maintain accurate records.
- Strong communication and relationship management skills are essential for this role.
- You should have knowledge of financial products and services to excel in this position.
- A graduate degree from any stream or an undergraduate degree with excellent communication skills.
- At least 1 year of experience in tele-calling, telemarketing, or sales.
- Candidates with relevant work experience in banking and insurance backgrounds are preferred.
- Proficiency in computer applications is necessary for this role.
- Conversion rate of suspects to prospects to customers.
- Quality of conversations, including accuracy, product knowledge, appraisal skills, punctuality, and time-to-acceptance commitments.
- Ability to handle objections and update software efficiently.
- Number of references generated by the candidate.
- Market feedback provided to the supervisor.
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