
Financial Services Representative
4 days ago
**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
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