Job Description – Financial Services / Banking Executive

Company: Fineguide 4 You

Position: Financial Services Executive / Banking Executive

Industry: Financial Services & Banking

Experience: 0–3 Years

Location: Hyderabad

Employment Type: Full-Time

Work Mode: Work From Office

About the Role

Fineguide 4 You is looking for a dynamic and customer-focused Financial Services Executive to join our team. The candidate will be responsible for assisting customers with banking and financial products, understanding their financial requirements, providing suitable solutions, and maintaining strong customer relationships.

Key Responsibilities

• Interact with customers and understand their financial and banking requirements.
• Explain and promote suitable financial products and services.
• Generate leads through telecalling, references, digital platforms, and customer enquiries.
• Handle customer queries related to banking and financial services.
• Assist customers with documentation and application processes.
• Coordinate with banks, NBFCs, and financial institutions for application processing.
• Follow up with customers regarding applications, approvals, and required documents.
• Maintain accurate customer and lead records in CRM/Excel.
• Build and maintain long-term customer relationships.
• Achieve assigned monthly sales and conversion targets.
• Ensure proper communication and follow-up throughout the customer journey.
• Maintain compliance with company policies and applicable banking/financial-service guidelines.

Products / Services

Depending on the company's business model, the candidate may handle:

• Personal Loans
• Home Loans
• Business Loans
• Vehicle Loans
• Credit Cards
• Insurance Products
• Investment & Savings Products
• Banking Services
• Other Financial Products

Required Skills

• Excellent communication and interpersonal skills.
• Good convincing and negotiation skills.
• Customer-service-oriented approach.
• Strong follow-up and relationship-management skills.
• Basic knowledge of banking and financial products.
• Good sales and lead-conversion abilities.
• Ability to work with targets and deadlines.
• Basic knowledge of MS Office/CRM tools.
• Telugu, Hindi, and English communication skills would be an advantage.

Eligibility

• Bachelor's degree in any discipline.
• Freshers can apply with good communication and sales skills.
• Experience in Banking, NBFC, Financial Services, Insurance, Loans, or Sales is preferred.

Salary

18,000 – 35,000 per month + Incentives

Salary can be adjusted based on experience and company budget.

Key Performance Indicators (KPIs)

• Number of leads generated
• Customer conversions
• Applications processed
• Monthly sales/revenue targets
• Customer follow-ups
• Customer satisfaction
• Lead-to-conversion ratio

Ideal Candidate

We are looking for someone who is confident, target-oriented, customer-friendly, and interested in building a career in the banking and financial services industry. The candidate should have the ability to communicate financial products clearly and develop trust with customers.

Email :- [Confidential Information]

Number :- 9949050555