Investment Counsellor

Job Title: Investment Advisor

Job Overview: We are seeking a highly motivated and results-driven Telesales Representative to join our team. In this role, you will be responsible for selling personal loan products to potential customers through outbound calls, providing them with product information, and guiding them through the application process. Your ability to build rapport, understand customer needs, and effectively present loan solutions will be key to your success.

Key Responsibilities:

• Outbound Calls: Make outbound calls to prospective clients to introduce and sell Mutual Fund products.

• Product Knowledge: Provide detailed information on loan products, interest rates, terms, and eligibility criteria to potential customers.

• Customer Needs Assessment: Identify and assess customer needs to recommend suitable loan products.

• Relationship Building: Build and maintain positive relationships with customers, addressing their concerns and questions in a professional manner.

• Sales Targets: Achieve and exceed sales targets by closing loans and meeting daily, weekly, and monthly quotas.

• Follow-Up: Follow up with leads, convert inquiries into loan applications, and assist customers throughout the loan application process.

• Documentation: Ensure accurate documentation and data entry for each customer interaction, including details of loan agreements, applications, and customer information.

• Compliance: Adhere to all company policies, legal regulations, and financial industry standards to ensure proper handling of customer information and transactions.

• Customer Retention: Engage with existing customers for potential loan refinances or other relevant products.

Qualifications:

• Proven experience in telesales, telemarketing, or a similar customer service role (preferably in financial services).

• Strong understanding of personal loan products and financial services is a plus.

• Excellent communication and interpersonal skills.

• Ability to handle objections and close sales effectively.

• Goal-oriented with a strong focus on achieving targets.

• Familiarity with CRM systems and sales software.

• High school diploma or equivalent; a degree in finance or a related field is an advantage.

Skills and Attributes:

• Persuasive and confident with a professional demeanor.

• Ability to work independently and as part of a team.

• Strong organizational skills with the ability to multitask effectively.

• Attention to detail and strong problem-solving abilities.

• Positive attitude with a passion for sales and customer service.

• It is a Full Time Sales / Business Development job for candidates with Freshers.

More about this Investment Counsellor job

1. What is the eligibility criteria to apply for this Investment Counsellor job?
   Ans: The candidate should be Graduate and above and above with Freshers of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹11000 - ₹15000 per month that depends on your interview. It's a Full Time job in Chennai.
3. How many working days are there for this Investment Counsellor job?
   Ans: This Investment Counsellor job will have 6 working days.
4. Are there any charges applicable while applying or joining this Investment Counsellor job?
   Ans: No, there is no fee applicable for applying this Investment Counsellor job and during the employment with the company, i.e., VIZZA FINTECH PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Investment Counsellor role?
   Ans: There is an immediate opening of 5 Investment Counsellor at VIZZA FINTECH PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Investment Counsellor job?
   Ans: This Investment Counsellor job has 09:00 AM - 06:00 PM timing.