Disbursal Account Manager

4 days ago

Bengaluru, Karnataka, India Werize Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities :

  • Candidate with Inbound and outbound voice experience in disbursal operations with banking and lending industry.

  • Explaining and convincing the customers about the benefits and offers related to the financial products like Personal Loans & Insurance.

  • Understanding the needs of customer and helping the customer to complete the loan process and in collecting required information.

  • Convincing the customers on submitting financial documents & statements involved procuring Personal Loans in a timely manner.

  • Ability to make customers understand about various Repayment setup (NACH/E-NACH) methods & guide them on the same.

  • Convincing the customers on submitting KYC documents & any additional documents as required by Credit/Risk functions.

  • Pitching & cross selling of Insurance products to customers by explaining the benefits and processes involved in insurance activation.

  • Verifying all submitted documents and details and guiding the customers throughout the process.

  • Following up with prospects and engaging them multiple times to fulfill their financial needs

  • Demonstrate appropriate sense of urgency and adaptability in response to changing business needs.

  • Ability to maintain composure in critical situations & deliver target-oriented result

Preferred candidate profile :

  • 1+ years of work experience in telesales and relationship manager role with financial service based company.

  • Strong interpersonal and communication skills with the ability to communicate & convince effectively to a wide range of Customer base.

  • Comfortable with flexible shifts.

  • Ability to converse in multi-language English & Hindi is a must

  • Time management, Decision making ability, professionalism, Negotiation and convincing skills.

  • Focused on Quality & Target driven approach.

  • Fintech Startup experience is an added advantage.

  • Knowledge on Loan Process and Products.

  • Knowledge on insurance products & processes

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