Sales Role - MSME Loan (1-5 Yrs) Mumbai (BFSI Sales)

Functional Area: CSR & Social ServiceWalk-in Customer Handling, Product Pitching, Coordination, Documentation Support, branch banking ,Customer Support, Customer Service, sales Key Responsibilities:-- Customer Engagement:-Greet and assist walk-in customers professionally and courteously, offering information on available products and services.- Product Promotion & Cross-Selling:-Understand customer needs and proactively recommend suitable financial solutions, including purchase invoice discounting and other working capital offerings.- Eligibility Assessment:-Identify the customer s eligibility for various financial products based on preliminary documentation and profile.- Documentation Support:-Guide customers in completing application forms and collecting required KYC and financial documents.- Query Resolution:-Address basic queries related to products, application status, and processes, ensuring a smooth customer experience.- Coordination:-Coordinate with internal sales, credit, and operations teams to ensure timely processing of customer requests.- Compliance:-Ensure customer documentation and communication follow regulatory and company policy guidelines.- Feedback Collection:-Gather customer feedback to improve services and report any recurring issues or insights to the management team.Requirements:- Graduate in any discipline (Commerce or Finance preferred) / Open to all candidates with the right skills and attitude- 1-3 years of experience in a customer-facing sales role in finance, banking, or NBFC sector.- Strong communication and interpersonal skills.- Ability to assess customer needs and suggest appropriate products.- Basic understanding of financial products, especially invoice discounting, is a plus.- Proficiency in MS Office and CRM software is desirable.- Fluency in Hindi and English. (ref:updazz.com)

Payroll Type : Permanent