Senior HR Executive at Credit Control Management
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SingleDebt - Sales Advisor - Financial Services (3-6 yrs)
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