Job Details-Sales Role with a MSME Loan Consulting Firm !!!

Job Description

Key Responsibilities:

• Greet and assist walk-in customers, providing product and service information.

• Understand customer needs and recommend suitable financial solutions, including invoice discounting and working capital products.

• Assess customer eligibility through preliminary documentation and profiling.

• Support customers with application forms, KYC, and financial document collection.

• Resolve basic product and process queries to ensure a seamless experience.

• Coordinate with internal sales, credit, and operations teams for timely processing.

• Ensure compliance with company policies and regulatory guidelines.

• Collect customer feedback and share insights with management for service improvement.

Requirements:

• Graduate in any discipline (Commerce/Finance preferred).

• 1–3 years of experience in a customer-facing sales role in finance, banking, or NBFC.

• Excellent communication and interpersonal skills.

• Ability to assess client needs and recommend appropriate financial solutions.

• Basic understanding of financial products, especially invoice discounting.

• Proficiency in MS Office and CRM tools.

• Fluency in English and Hindi.