Job Description

RIMARY RESPONSIBILITIES: 1. Achieving the assigned sales target from open market by sourcing various financial products such as Secured/Unsecured Loans, Life/General Insurance & Credit Cards. 2. Error free logins of loan & credit card cases on bank portals. 3. Error free filling of physical applications and dropping it directly at lenders' branch physically whenever or wherever required. 4. Keeping regular follow-up with bank ops team for status of sourced applications. 5. Clearing documentation pendency informed by bank team by coordinating with clients/associates. 6. Maintaining all day-to-day activity of client visits, bank visits, leads generated, etc. 7. Responsible for activation of all sourced cards. Requirements REQUIRED PROFILE: Min. Education : Graduate (any discipline except B.Tech & B.Pharm) Min. Experience : 2yrs in direct sourcing of Loans/Insurance/Credit Cards. Good communication skills (writing & speaking) Good knowledge of MS Excel, MS Word, Google Sheets and Email cl...

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