Instant Loan Sales Executive - Poonawalla Fincorp ltd.
(2025-01 - 2026-05)
Instant loan sales executive is responsible for promoting and selling instant personal loan to customer through virtual channels. The role involves lead generation, customer interaction, loan processing assistance and achieving sales targets while ensuring a smooth customer experience.
- Identify and approach potential customers for instant loan products.
- Explain loan features, benefits, interest rates, and eligibility criteria.
- Assist customers in completing loan applications and documentation.
- Maintain relationships with existing customers for repeat business.
- Coordinate with credit and operations teams for quick loan processing.
- Ensure compliance with company policies and regulatory requirements.
- Achieve monthly sales target keep records of customer interactions and sales activities.
Relationship Manager - HDFC BANK
(2023-03 - 2024-11)
Responsible for helping and supporting the company develop business relationships with clients, as well as updating them on latest products for their benefits with proper profiling.
- Knowledge of Customer Relationship Management (CRM) practices.
- Identifying, acquiring, developing and maintaining customer relationships.
- Processing a high volume of daily phone calls from customers.
- Maintaining up to date knowledge of competitor activity, products and services.
- Prospecting new customers.
- Measuring customer satisfaction levels with feedbacks.
- Answering product related questions from customers.
- Taking on complex customer issues and resolving them.
- Helped customers make informed investment decisions.
Customer Support Executive (Voice Process) - Tech Mahindra
(2021-01 - 2023-02)
- Handling outbound voice process customer service.
- Marinating excels sheet of daily calls and customer updates.
- Attend daily briefing and provide same info to clients as per requirements.
- Maintaining knowledge base for standard operating procedures.
- Handling data entry and email communication.
