551 Loan Advisor jobs in India
Loan Advisor
Posted today
Job Viewed
Job Description
Experience
0 - 2 Years
No. of Openings
5
Education
Higher Secondary
Role
Loan Advisor
Industry Type
Banking / Financial Services / Stock Broking
Gender
Male
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Loan Advisor (Hdfc)
Posted today
Job Viewed
Job Description
**Permanent**
Job Type:
**Full time**
Key skills:
**- Information gathering and management - Persuasiveness - Adaptability - Initiative - Negotiation skills - High energy levels - Self-motivation**
No of Vacancies:
**20**
Industry:
**BPO, Call Centre, ITs**
Job Role:
Salary:
**0-3 Lakhs**
Location:
**Mumbai**
ROLES & RESPONSIBILITIES:
1. Prospecting with suspect leads. A suspect is a person who has still not decided on taking a loan.
2. Converting a suspect to a prospect. This involves the following:
- Establishing contact with the prospect, this could involve several calls and may need a call at a time beyond office hours.
- This will also involve making calls at different times in order to achieve success.
- Need Analysis
- Eligibility Profiling
- Setting up an appointment
- Follow up with the prospect post every meeting with the sales officer until conclusion.
3. Basis feedback from the prospect, seek interventions from the senior sales resource or by your own-self in satisfying customer needs with the objective of converting the prospect to a customer
4. Responsible for conversion of suspects to prospects to customers
5. Provide support to the sales team in increasing conversions by:
- Prompt calling to all suspects / prospects
- Timely follow up with all prospects
- Cordial relationships with the sales officer mapped.
- Collaboration with the sales officer in providing feedback.
6. Responsible for complete knowledge of company products and policies as well as those of competition
7. Responsible for quality of the conversation, which entails the following:
- Accuracy
- Product Knowledge
- Appraisal Skills
- Punctuality & TOS
- TAT commitments
8. Ability to handle objections
9. Updating the software. You must capture your conversation with the customer effectively such that a third person is able to carry on the conversation with the customer where you left off.
10. Generating References: The quality of your conversation and your ability to connect with the customer is also reflected in the number of references that you generate.
11. Providing market feedback to the supervisor: It is important to share with your supervisor any trends that you come across whilst speaking to a prospect. Examples could be objections from prospects regards the processing fee being charged by us vis-à-vis the same being charged by a specific competitor.
Associate- Student Loan Advisor | Study Abroad
Posted 4 days ago
Job Viewed
Job Description
Designation: Associate- Student Loan Advisor
BU: Study Abroad
Salary Range : 5LPA- 6LPA
Shift Details : 5 days working | 10:30 AM- 7:30 PM | Work from the Office
Location: Noida-Sec 125
Looking candidate with 1-3 years of experience in sales, student loan process, or operation in the loan process.
Key Responsibilities
- Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
- Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
- File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
- Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
- Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
- Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.
Associate- Student Loan Advisor | Study Abroad
Posted today
Job Viewed
Job Description
Designation: Associate- Student Loan Advisor
BU: Study Abroad
Salary Range: 5LPA- 6LPA
Shift Details: 5 days working | 10:30 AM- 7:30 PM | Work from the Office
Location: Noida-Sec 125
Looking candidate with 1-3 years of experience in sales, student loan process, or operation in the loan process.
Key Responsibilities
- Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
- Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
- File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
- Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
- Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
- Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.
Associate- Student Loan Advisor | Study Abroad
Posted 4 days ago
Job Viewed
Job Description
BU: Study Abroad
Salary Range : 5LPA- 6LPA
Shift Details : 5 days working | 10:30 AM- 7:30 PM | Work from the Office
Location: Noida-Sec 125
Looking candidate with 1-3 years of experience in sales, student loan process, or operation in the loan process.
Key Responsibilities
Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.
Associate- Student Loan Advisor | Study Abroad
Posted 1 day ago
Job Viewed
Job Description
Designation: Associate- Student Loan Advisor
BU: Study Abroad
Salary Range : 5LPA- 6LPA
Shift Details : 5 days working | 10:30 AM- 7:30 PM | Work from the Office
Location: Noida-Sec 125
Looking candidate with 1-3 years of experience in sales, student loan process, or operation in the loan process.
Key Responsibilities
- Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
- Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
- File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
- Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
- Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
- Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.
Financial Advisor
Posted today
Job Viewed
Job Description
The Offer
- Join a market leader within Venture Capital / Private Equity
- Fantastic work culture
- Leadership Role
The Job
What the job entails:
- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
- Stay updated on financial trends and perform market research to identify investment opportunities
- Ensure all financial plans and transactions comply with industry regulations and standards.
The Profile
Job Requirements:
- A bachelor's degree in finance, economics, business, or a related field.
- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
- Strong analytical and problem-solving skills.
- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders
- In-depth knowledge of financial products and services.
- Ability to build and maintain client relationships.
- Proficiency in financial software and tools.
- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
The Employer
Our client was founded by experts in law, finance, and strategy who saw a need for a more holistic approach to business consultancy. United by core values of innovation, integrity, and impact, our client offers a 360-degree suite of solutions tailored to each client's needs.
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