Customer Care Executive

Pre Sales Executive

Company: Shree Swami Samarth Finance

Location: S-148, 2nd Floor, Nano Wing, Fantasia Business Park, Vashi

Working Hours: 10:00 AM – 7:00 PM

Salary: ₹10,000 – ₹18,000 + Attractive Incentives

Employment Type: Full-Time

Job Summary

Shree Swami Samarth Finance is looking for a result-oriented Pre Sales Executive to join our growing team. In this role, you will identify potential clients, assess their financial needs, and provide the best-suited loan products—including Personal, Business, Home, and Used Car Loans.

Key Responsibilities

Lead Generation: Proactively identify new sales opportunities through cold calling, professional networking, and social media platforms.

Client Consultation: Evaluate customer creditworthiness and guide them through eligible loan options and interest structures.

Documentation Support: Assist clients in collecting and verifying essential documents (KYC, income proof, etc.) to ensure a seamless application process.

Relationship Management: Build and maintain strong client relationships to encourage long-term loyalty and referrals.

Reporting: Keep accurate records of all sales activities and provide daily/weekly progress updates to management.

Required Skills & Qualifications

Experience: 1–2 years in Banking or Financial Services (Freshers with exceptional communication skills are welcome).

Knowledge: Basic understanding of banking procedures and diverse loan products.

Language: Fluency in Hindi and Marathi is required; basic English is a plus.

Attributes: Strong negotiation skills, a self-motivated attitude, and the ability to meet monthly targets.

Why Join Us?

Competitive fixed salary with high incentive potential.

Growth opportunities within the financial services sector.

Professional work environment in a prime business hub

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