About the role
BFSI Executive Sales & Operations
Job Location: Chennai / Tambaram / Multiple Locations
Industry: Banking / BFSI / NBFC
Department: Sales & Operations
Employment Type: Full Time, Permanent
Job Responsibilities
- Promote and handle banking and financial products and services.
- Generate new leads and follow up with existing/assigned leads.
- Acquire new customers and merchants.
- Build and maintain strong customer relationships.
- Conduct customer visits and support field activities wherever required.
- Understand customer requirements and provide suitable product solutions.
- Achieve assigned business, sales and productivity targets.
- Collect and verify customer KYC and required documents.
- Process customer applications and loan files.
- Coordinate with Bank, Credit and Operations teams for application processing.
- Follow up on pending documents and application status.
- Support customer onboarding, account activation and file processing.
- Maintain accurate customer records, reports and MIS.
- Handle pre-sales, post-sales and operational support activities.
- Ensure proper documentation and compliance with company processes.
Products / Business Areas
Personal Loan | Business Loan | Home Loan | Housing Loan | Loan Against Property (LAP) | Mortgage Loan | Gold Loan | Credit Card | CASA | Current Account | Savings Account | Merchant Acquisition | POS | QR | UPI | Payment Solutions | SME / MSME Loans | Consumer Loans | Auto Loans | Two-Wheeler Loans | Education Loans | Insurance | MFI
Candidate Profile
- Qualification: Any Graduate.
- Freshers and experienced candidates can apply.
- BFSI / Banking / NBFC experience will be an added advantage.
- Good communication and interpersonal skills.
- Good customer handling and coordination skills.
- Basic computer and MS Excel knowledge preferred.
- Strong follow-up and documentation skills.
- Target-oriented and self-motivated.
- Willingness to travel for field-related activities.
- Two-wheeler preferred for field roles.
- Male candidates preferred/required for field-intensive roles.
Key Skills
BFSI, Banking, Sales, Operations, Field Sales, Relationship Officer, Relationship Manager, Business Development, Customer Acquisition, Lead Generation, Loan Processing, Banking Operations, Documentation, KYC, File Processing, Customer Onboarding, Personal Loan, Business Loan, Home Loan, LAP, Mortgage Loan, Credit Card, CASA, Merchant Acquisition, POS, QR, UPI, SME, MSME, Customer Service, MIS, Back Office.
Contact Person:
HR
Lokesh - 9514014841
Thambidurai - 7418078976
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