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18/06 Khushi Jain
Senior HR Executive at Credit Control Management

Views:10 Applications:3 Rec. Actions:Recruiter Actions:0

SingleDebt - Sales Advisor - Financial Services (3-6 yrs)

Mumbai Job Code: 330937

Job Title : Sales Advisor

Experience : 3 + years

Location : Andheri West

No of openings : 5

Responsibilities :

- Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning.

- Provide empathetic and informative counseling to clients to understand 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.

- Collaborate with clients to provide comprehensive financial plans focusing on debt reduction, savings goals, and wealth-building strategies.

- Recommend debt consolidation, debt restructuring, or debt settlement options based on clients' specific needs, and guide clients through the process.

- Maintain accurate records and documentation of client interactions and financial plans in compliance with regulatory requirements.

- Keep updated on industry regulations, debt management best practices, and financial products relevant to debt management and personal finance.

- Meet or exceed monthly and quarterly sales targets and Key Performance Indicators (KPIs).

Requirements :

- Any Diploma/Bachelor's degree

- Strong communication skills and ability to convey complex financial information in an understandable manner.

- Understanding of credit cards, loans, and debt management processes.

- Proficiency in using CRM software and Microsoft Office Suite.

- Experience in Domestic/International process in a BPO would be preferred.

- Proficient in Word, Excel, Outlook, and PowerPoint.

- A positive attitude, resilience, and the ability to work effectively in a team environment

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