HAPPIES T
wait please

Job Information

  • Employee Type:

    Full Time Jobs
  • Contact Person:

    Ganesh Bahadur Thapa
  • Contact:

    7415074707
  • Location:

    Mumbai
  • Job Position:

    Financial Sales Advisor
  • Experience

    3 to 6 Years
  • Qualifications:

    Any Graduate
  • Salary:

    ₹300000 - ₹ 500000
  • Date posted:

    12-Jan-24

Financial Sales Advisor

SingleDebt

Mumbai

Job Description:

Roles & Responsibilities :

  • 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.

 

Candidate requirements :

Experience: 3+ years in finance field related unsecured loans preferred

Bachelor's degree in business, finance, or related field.

Excellent English and communication.

Also who can speak and understand the language of Tamil / Telugu / Malayalam.

Knowledge of Credit card, Loans, and insurance industries.

Experience in finance field related unsecured loans preferred.

Experience in international process in a BPO would be preferred.

Location- Andheri (W) (Veera Desai Road)        

 

Interested candidates can call, mail or whatsapp over given email id or number-

Email ID - ganeshbahadur.thapa@white-force.in

Contact : 7415074707