SingleDebt - Sales Advisor - Financial Services (3-6 Yrs) Mumbai (BFSI Sales)

Job Title : Sales AdvisorExperience : 3 years Location : Andheri WestNo of openings : 5Responsibilities :- 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 (ref:updazz.com)

Payroll Type : Permanent