Financial Sales Advisor

2 days ago

Andheri West Mumbai Maharashtra, India City Credit Management LLP Full time

**Post** : Financial Sales Advisor (Tele sales)
- **Experience**: 2 + years
- **Job Location** : Andheri (W) (Veera Desai Road)

**Roles**:

- Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals.
- Analyze clients' debt profiles, including credit card debt, loans, and other financial obligations, to develop tailored debt repayment plans.
- Educate clients on effective debt management strategies, budgeting techniques, and financial goal setting to help them achieve long-term financial stability.
- Assess clients' credit reports and provide guidance on improving credit scores and managing debt responsibly.
- Collaborate with clients to create comprehensive financial plans that address debt reduction, savings goals, and wealth-building strategies.
- Recommend debt consolidation, debt restructuring, or debt settlement options when appropriate, and guide clients through the process.
- Stay updated on industry regulations, debt management best practices, and financial products relevant to debt management and personal finance.
- Maintain accurate records and documentation of client interactions, financial plans, and debt management recommendations in compliance with regulatory requirements.
- Any Diploma/Graduation
- Excellent English and communication.
- Knowledge of Credit card, Loans, and insurance industries preferred.
- Experience in finance field related unsecured loans preferred.
- Experience in BPO would be preferred.
- Proficient in Word, Excel, Outlook, and PowerPoint.

**Salary**: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Overtime pay
- Performance bonus
- Quarterly bonus

Work Location: In person

**Speak with the employer**

+91 7738887819

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