Bank Financial Advisor

Join Anuradha JADHAV (GUIDELINE FACILITY MANAGEMENT) as a Bank Financial Advisor in Pimpri Chinchwad, Pune. 2 candidates will be hired for this role. Salary is up to ₹30,000/month.

Note from the employer

For Bank Dsa Required Person Who Experienced In Personal Loan, Buisness Loan And Loan Against Property Advisor. 1 - 2 Years Experience Compulsory.

Who can apply

• 1 to 2 years of experience in a similar role
• Education: 12th Pass
• Comfortable with KYC, MS Excel, Financial products, Documentation
• Basic English
• 1 - 2 Years Experience Compulsory.
• A persuasive, trustworthy attitude

Key responsibilities

Your main tasks will be to:

• Explain product features, charges and terms transparently
• You'll cross-sell relevant financial products to existing customers.
• Comply with RBI/IRDAI guidelines and internal audit norms
• Source and onboard customers for loans, accounts or insurance products
• Verify KYC documents and complete application formalities
• Manage collections and track overdue accounts

Salary

Compensation: ₹20,000 – ₹30,000 per month.

Position details

• Location: Pimpri Chinchwad, Pune, Maharashtra
• Job type: Full time
• Interview: 11:00 am - 4:00pm | Monday to Saturday
• Openings: 2
• Timings: 09:30 am - 6:30pm | Monday to Saturday
• Work type: On-site

Click Apply to send your profile to Anuradha JADHAV (GUIDELINE FACILITY MANAGEMENT). It takes less than a minute.