Finance Sales Advisor

Job Title: Sales Consultant (Tele-Sales)

Experience : 4 + years

Location: Andheri West, Mumbai

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 / Graduate

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

• Experience of credit cards, loans, and debt management processes would be be preferred.

• 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.

Email ID: sakshi.gupta@white-force.in

Contact : 9770502074