Walk-in Disbursal Account Manager

Job Description

Role Description

Candidate with Inbound and outbound voice experience in disbursal operations with banking and lending industry.

Explaining and convincing the customers about the benefits and offers related to the financial products like Personal Loans & Insurance.

Understanding the needs of customer and helping the customer to complete the loan process and in collecting required information.

Convincing the customers on submitting financial documents & statements involved procuring Personal Loans in a timely manner.

Ability to make customers understand about various Repayment setup (NACH/E-NACH) methods & guide them on the same.

Convincing the customers on submitting KYC documents & any additional documents as required by Credit/Risk functions.

Pitching & cross selling of Insurance products to customers by explaining the benefits and processes involved in insurance activation.

Verifying all submitted documents and details and guiding the customers throughout the

process.

Following up with prospects and engaging them multiple times to fulfill their financial needs

Demonstrate appropriate sense of urgency and adaptability in response to changing business

needs.

Ability to maintain composure in critical situations & deliver target-oriented results

Attributes we are looking for:

1+ years of work experience in tele sales and relationship manager role with financial service based company.

Strong interpersonal and communication skills with the ability to communicate & convince effectively to a wide range of Customer base.

Comfortable with flexible shifts.

Ability to converse in multi-language English & Hindi is a must

Time management, Decision making ability, professionalism, Negotiation and convincing skills.

Focused on Quality & Target driven approach.

Fintech Startup experience is an added advantage.

Knowledge on Loan Process and Products.

Knowledge on insurance products & processes
  • Experience

    1 - 3 Years

  • No. of Openings

    11

  • Education

    Diploma

  • Role

    Disbursal Account Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Walk-in interview location

    No. 251, Ground, First Floor, 17th Cross, 5th Main, 6th Sector

About Werize

At WeRize, we manufacture and distribute customized lending, banking, group insurance* and savings products for 300Mn customers and their families in 5000+ small towns across India and help them rise in their lives. We have also created a unique Finance ki online dukaan (Social Shopify of Finance) social distribution tech platform to reach these customers and provide them high-touch sales and after-sales services.
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