Job Summary:
We are looking for a Finance Executive to handle telecalling, customer communication, lead follow-ups, basic financial product information, documentation, and office operations.
Key Responsibilities:
Make outbound calls and generate leads.
Understand customer requirements and follow up with prospects.
Provide basic information about Loans, Insurance, and Investments.
Maintain customer/lead records and daily reports.
Handle basic customer queries and coordinate with the team.
Assist with documentation, data entry, and routine office work.
Requirements:
Minimum 12th Pass; graduates preferred.
Good communication and basic computer skills.
Customer handling and follow-up skills.
Freshers are welcome; 0–2 years’ experience preferred.
Salary: ₹8,000 – ₹10,000/month + Performance Incentives
Work Mode: Office-Based | Full-Time
Industry Exposure: Loans | Insurance | Investments | Wealth Planning
Career Growth: Finance Executive → Senior Executive → Relationship Manager → Business Development Manager