Role & responsibilities :
Customer Interaction & Support
Lead Generation & Sales Coordination
Documentation & KYC Assistance
Relationship Management
Cross-selling Financial Products
Dealership-Based Role
Professional Growth Opportunities for Freshers
- Attend customers visiting the dealership and assist them with finance-related queries.
- Generate leads through customer interactions, promotional activities, and follow-up calls.
- Work closely with the dealership sales team to identify potential customers.
- Be present during vehicle delivery and support customers with finance formalities.
- Collect and report daily vehicle sales data from the dealership.
- Participate in customer outreach and promotional events along with the sales team.
- Help customers submit KYC documents and other required paperwork.
- Coordinate customer appointments for verification and documentation processes.
- Collect pre-delivery and post-delivery documents from customers.
- Identify opportunities to promote additional financial products and services.
- Stay updated on loan products, finance schemes, and market trends.
- Inform the Branch Manager about important customer or dealership updates.
- Maintain a professional appearance and represent the company positively.
- Build and maintain good relationships with dealership staff and customers.
- Ensure smooth processing of customer loan applications from enquiry to disbursement.
Preferred candidate profile :
Knowledge of lending.
- Relationship Building Skills.
- Digital acumen (mobile).
- Communication skills (esp. native(Malayalam) language).
- Presentation Skills.
- Experience: 0 - 3 years in BFSI/ FMCG/ Auto
- Education: 10+2/ Diploma/ Graduate.
- Age: 18 - 27