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Personal Finance Professional
1 week ago
Job Overview:
Client of Talentmate is a leading organization in the banking sector, and we are seeking a highly skilled Personal Finance Professional to join our team. In this role, you will be responsible for promoting and selling personal finance products to customers.
Main Responsibilities:
- Generate leads and conduct sales presentations to potential clients.
- Understand customers' financial needs and propose suitable personal finance solutions.
- Negotiate terms and conditions of loan agreements with customers.
- Process loan applications and provide excellent customer service.
- Collaborate with internal teams to ensure smooth loan processing and customer onboarding.
- Meet individual sales targets and contribute to the overall sales objectives of the organization.
Essential Skills:
- Proven experience in sales, preferably in the banking or financial sector.
- Knowledge of personal finance products and services.
- Strong communication and interpersonal skills.
- Ability to work independently and meet sales targets.