Presales Executive

About the Role/Job Summary:

The sales executive will be responsible for achieving sales targets by selling PFL products throughinbound and outbound calls to prospective and existing customers. The candidate will have to assistpotential students and parents in securing education loans and achieve sales targets through excellentcommunication and persuasion skills

Key Responsibilities:

Personal loan sales

1. Lead Conversion: Engage with prospective students and parents to understand theireducation loan requirements and provide suitable solutions.
2. Loan Advisory: Explain various education loan products, eligibility criteria, interest rates, andrepayment options.
3. Sales Target Achievement: Meet and exceed assigned sales targets through proactivecustomer engagement.
4. Documentation Support: Guide applicants through the loan application process, ensuring allrequired documents are submitted correctly.
5. Objection Handling: Handle objections and convince Customers to close the Sales positively.
6. Follow-ups: Regularly follow up with leads to ensure timely loan processing and approvals.
7. Customer Relationship Management: Maintain and update customer databases by updatingall required information in CRM, ensuring high levels of customer satisfaction and retention.
8. Compliance & Process Adherence: Ensure all interactions comply with company policies,banking regulations, and data privacy norms.

Qualifications and Experience/ Desired Profile:

1. Education: Bachelor’s or master’s degree in fields.
2. Technical Skills: Proficiency in Microsoft Excel for reporting.
3. Desk Job - 6 days a week
4. Shift timing - 9am to 6:30pm

Skills:

1. Languages, - i).English Kannada, ii) English Malyalam, iii)English Tamil.
2. Skills - Good communication
3. Candidates near by Belandur

Non hire:

1. Education - ITI, Diploma , BE/BTech