29 Oct
Five Fishers Technologies Private Limited (Prosperi5)
Surat
Job Responsibilities:1. Client Acquisition & Relationship Management:
- Identify potential customers and guide them through the mortgage process, including home loans, loan against property (LAP), and other related products.
- Develop and maintain strong, long-term relationships with clients to ensure customer satisfaction and loyalty.
- Regularly update clients on the status of their applications and manage any concerns or issues that arise.
- Achieve sales targets for mortgage products, ensuring profitability and quality business growth.2.
Sales & Cross-Selling:
- Proactively cross-sell other financial products such as personal loans, insurance, credit cards, and investment products like mutual funds and fixed deposits.
- Work closely with the internal sales and marketing teams to implement effective product promotions and campaigns.3.
Market Research & Competitor Analysis:
- Monitor market trends, competitor strategies, and customer preferences to continuously improve the product offerings and sales strategy.
- Provide insights on product enhancements and new opportunities based on client feedback and industry changes.4.
Compliance & Documentation:
- Ensure all necessary documentation for mortgage applications is collected and verified accurately to meet compliance requirements.
- Stay updated on the latest financial regulations and mortgage guidelines to maintain high standards of service and regulatory compliance.5.
Client Education:
- Educate clients about different mortgage options and the implications of various loan terms and interest rates.
- Provide financial planning advice to clients regarding mortgage repayment strategies and leveraging financial products for long-term financial health.
Key Skills & Competencies:
- Strong knowledge of mortgage products and financial services (e.g., insurance, personal loans, investments).
- Excellent sales, negotiation, and client management skills.
- Ability to understand client needs and provide tailor-made financial solutions.
- Strong communication and interpersonal skills.
- Target-driven with a proactive approach to achieving sales goals.
- Good understanding of regulatory requirements and compliance standards.
- Self-motivated with the ability to work both independently and collaboratively within a team.
- Proficient in financial software tools (CRM) and MS Office (Excel, Word).
Qualifications & Experience:
- Bachelor's degree in Finance, Business, or a related field.
- 1-3 years of experience in mortgage sales or a similar role in banking or financial services.
- Proven track record of meeting sales targets and cross-selling financial products.
(ref:updazz.com)
'घोटाले चेतावनी: JORA एक नौकरी खोज इंजन है । हम एक भर्ती नहीं कर रहे हैं और किसी भी भर्ती प्रक्रिया का हिस्सा नहीं हैं। हमारे कार्यालय केवल ऑस्ट्रेलिया में हैं। हम नौकरी चाहने वालों से कभी संपर्क नहीं करते या चयन उद्देश्यों के लिए उम्मीदवार से कभी संपर्क नहीं करते। यदि आपको कॉल या मेल प्राप्त होता है (बाहर की @jora.com) JORA से होने का दावा करने वाले व्यक्ति से आपको प्रासंगिक प्राधिकारियों से संपर्क करना चाहिए । उस व्यक्ति के बारे में आपकी सारी जानकारी के साथ । इसके अलावा, आपको साक्षात्कार चरण में संसाधित करने के लिए भुगतान करने की आवश्यकता नहीं होनी चाहिए। JORA उम्मीदवारों से कभी पैसे नहीं मांगते।
सावधान रहें और जागरूकindia ।
सादर,
JORA टीम ।
▶️ Relationship Manager - Mortgage Products (1-3 yrs) Mumbai/Surat/Delhi/Pune/Gujarat (BFSI Sales)
🖊️ Five Fishers Technologies Private Limited (Prosperi5)
📍 Surat