Loan and Insurance Consultant

Loan and Insurance Consultant at dnA Consulting - Mysore - OnsitednA Consulting | | On-site, MysoreAre you a results-oriented professional with expertise in facilitating loans and providing comprehensive insurance solutions? Can you navigate government schemes and liaise effectively with financial institutions? dnA Consulting, a trusted provider of specialized Audit, Tax, GST, Advisory, and Assurance services, is seeking a proactive and knowledgeable Loan and Insurance Consultant to join our dynamic team in Mysore.

This role is crucial in expanding our service offerings and providing added value to our diverse clientele by assisting them with their financing and insurance needs. About dnA Consulting:Established in 2017, dnA Consulting is headquartered in Bengaluru and serves a diverse clientele across India and internationally. We pride ourselves on our client-centric approach, fostering enduring partnerships built on trust, integrity, and mutual success.

Our team comprises seasoned professionals dedicated to delivering premier, tailored solutions. We offer a collaborative and supportive work environment. (Learn more about us at )Your Role and Responsibilities:As a Loan and Insurance Consultant, you will:Assist clients of dnA Consulting in identifying their borrowing needs and structuring loan proposals.

Guide clients through the loan application process, from documentation to disbursement. Actively liaise with banks, NBFCs, and other financial institutions to ensure timely processing and sanctioning of loans for our clients. Identify and leverage relevant government schemes and subsidies to benefit clients in their financing endeavors.

Advise clients on and facilitate the procurement of a wide range of insurance products (life, health, general, business, etc.) tailored to their specific requirements. Maintain up-to-date knowledge of various loan products, insurance policies, eligibility criteria, and government financial assistance programs. Develop and maintain strong relationships with banking partners and insurance providers.

Work closely with our existing teams to identify opportunities for providing loan and insurance advisory services to our clients. Who We

Are Looking For:Proven experience in loan facilitation and/or selling insurance products. Strong understanding of various loan products (e.g., business loans, project finance, working capital loans) and the lending process.

Demonstrable knowledge of diverse insurance policies (life, general, health, etc.) and their applications. Familiarity with government schemes, subsidies, and incentives related to loans and business development. Excellent interpersonal and communication skills, with the ability to explain complex financial products clearly.

Strong negotiation and liaison skills, particularly with banks and financial institutions. Ability to work independently, manage multiple clients, and meet deadlines. A client-focused approach with a commitment to providing ethical and effective solutions.

A relevant bachelor's degree would be an advantage. Why Join dnA Consulting? Integral Role: Be a key part of expanding our service portfolio and directly contributing to client success.

Established Client Base: Work with the existing, diverse clientele of a reputable consulting firm. Growth Opportunity: Develop your expertise and network in a supportive and professional environment. Collaborative Team: Join a firm that values teamwork, integrity, and client satisfaction.

Location: Based in our Mysore office. To Apply:If you are passionate about helping businesses and individuals achieve their financial goals through expert loan and insurance consultation, we encourage you to apply. Please submit your updated CV and a cover letter detailing your relevant experience and why you are1 a good fit for this role at dnA Consulting.

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