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Loan Sales Executive Ahmedabad INDIA
2 weeks ago
To achieve success in this role, you must be able to understand the products offered by our company and stay competitive with industry offerings.
You will be responsible for developing strong customer relationships and identifying their needs for investment and insurance options.
Close collaboration with Home Loan Executives is essential to ensure joint calls and maximum attachments of disbursed files.
The goal is to build relationships with customers to cross-sell other product offerings based on their needs.
Maintaining accurate customer profiles, including family details, general insurance information, and loan details, is crucial.
Collaboration with partner representatives and ensuring timely renewal of sourced business are also key responsibilities.
Finally, demonstrating a respectful attitude towards colleagues, seniors, and partners is mandatory.
Requirements- Strong communication and interpersonal skills are necessary for success in this role.
- Ability to build strong customer relationships is critical.
- Understanding of financial products and services is a prerequisite.
- Basic knowledge of finance industry jobs and financial solutions is required.