Financial Services Representative

4 days ago


Haryana, India AAR Financial Full time

**Job Summary**:
**Key Responsibilities**:

- Assess client needs and explain available loan options based on eligibility, company policies, and risk assessment.
- Conduct credit checks, analyze financial profiles, and provide pre-approvals or recommendations for next steps.
- Clearly explain terms and conditions, repayment schedules, and any applicable fees to clients.
- Maintain compliance with internal lending guidelines and regulatory standards.
- Maintain accurate records in CRM and loan management systems.
- Collaborate with internal departments (e.g., underwriting, collections, compliance) to resolve issues and deliver a seamless client experience.
- Meet or exceed performance targets related to sales, service quality, and loan processing timelines.

**Qualifications**:

- Post-secondary education in finance, business, or a related field is preferred.
- 1-2 years of experience in financial services, lending, customer service, or retail banking.
- Strong understanding of personal loans, credit products, and financial documentation.
- Excellent communication, interpersonal, and problem-solving skills.
- Ability to handle sensitive financial information with discretion and professionalism.
- Comfortable working in a goal-driven and fast-paced environment.

Pay: ₹25,000.00 - ₹35,000.00 per month

Schedule:

- Monday to Friday
- Night shift
- Weekend availability

Supplemental Pay:

- Commission pay

Work Location: In person



  • Gurugram, Haryana, India Quess IT staffing Full time

    The role holder is required to meet his/her targets of insurance against loans through the generation of new leads and managing and building relationships with customers mapped to them to cross-sell Financial Services/products. **Role & Responsibility** **Business Targets**: Achievement of business targets for all financial products as defined and agreed...

  • Sales Representative

    2 hours ago


    Faridabad NIT H.O, Faridabad, Haryana, India V A FINANCIAL SERVICES Full time

    A sales representative interacts directly with customers throughout all phases of the sales process. They're responsible for identifying a customer's needs, pitching relevant products or services, and ensuring they have a position experience from start to finish. **Job Types**: Full-time, Fresher Pay: ₹18,000.00 - ₹25,000.00 per month **Benefits**: -...


  • Haryana, India Ameriprise Financial Full time

    **Key Responsibilities**: Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and...


  • Gurugram, Haryana, India Amiscent Careers Full time

    **Position**: Financial Service Associate **Role and Responsibility**: Ø To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to home loan customers of Sales Ø To source open market business too and achieve the targets assigned Ø To be completely aware of the products being offered by...


  • Gurugram, Haryana, India Global TechHunt Services Full time

    Job description As a Customer Support Representative, you will be the front line of communication between our company and our valued customers. Your primary responsibility will be to provide exceptional customer service by addressing inquiries, resolving issues, and ensuring customer satisfaction. This role involves effective communication, problem-solving,...


  • Gurugram, Haryana, India ApplyBoard Full time

    six core values are our compass in our mission to Educate the World and the foundation of our unique company culture. As an organization built on a foundation of diversity, it’s important that our team members are representative of the students from more than 150 countries that we support. The Opportunity: We are seeking a dynamic and experienced Sales...


  • Gurugram, Haryana, India Ameriprise Financial Full time

    **Responsibilities** Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...


  • Gurugram, Haryana, India salary hikers LLP Full time

    **Job Title: Customer Service Representative** **Nature of Role: Voice and Non-voice, Blended Process** **Requirements**: - **Excellent English voice communication skills are a must.**: - **Graduates required.**: - **6 months to 1 year of experience preferred, but freshers can also apply.**: - **Language Proficiency: Excellent spoken English...


  • Gurugram, Haryana, India salary hikers LLP Full time

    **Job Title: Customer Service Representative** **Nature of Role: Voice and Non-voice, Blended Process** **Requirements**: - **Excellent English voice communication skills are a must.**: - **Graduates required.**: - **6 months to 1 year of experience preferred, but freshers can also apply.**: - **Language Proficiency: Excellent spoken English...


  • Gurugram, Haryana, India salary hikers LLP Full time

    **Job Title: Customer Service Representative** **Nature of Role: Voice and Non-voice, Blended Process** **Requirements**: - **Excellent English voice communication skills are a must.**: - **Graduates required.**: - **6 months to 1 year of experience preferred, but freshers can also apply.**: - **Language Proficiency: Excellent spoken English...