Job Description
- Understanding product and services offered by the company
- Understanding sales procedures and workflow of the company
- Cold calling and canvassing to generate leads
- Closing sales appointment, converting sales leads into clients
- Follow up of paperwork and documents from clients
- Maintaining relationship with customers
- Loan Types and Purpose: In-depth exploration of different loan types
- Financial Statement Analysis: Interpret and analyze financial statements to assess a business's financial health
- Eligibility and Documentation: Learn eligibility criteria for various loans. Understand the significance of personal credit history for business loans
- Risk Management and Mitigation: Understand different types of risks associated with lending. Learn strategies to assess and mitigate lending risks
- Loan Application Process: Study the step-by-step loan application process. Learn how to compile a comprehensive loan application package
- Market Trends and Industry Insights: Research and discuss current market trends in the lending industry.
- Effective Communication Skills: Learn to communicate complex financial concepts clearly. Understand the importance of active listening during client interactions.
- Client Relationship Building: Study techniques for building and maintaining strong client relationships.
- Negotiation Strategies and Skills: Study negotiation tactics for securing favorable loan terms. Understand the art of compromise in loan negotiations
- Case Studies and Practical Scenarios: Analyze real-life case studies of successful and unsuccessful loan applications. Discuss factors contributing to success or failure. Apply learned concepts to practical loan application scenariosCompliance, Ethical Considerations: Understand legal regulations governing lending practices. Learn about ethical considerations in the loan consulting industry
Requirement
- No experience required. Training and support will be given.
- Fresh Grad are welcome
- Self-driven, result oriented and highly adaptable
- Able to work under pressure independently and with minimal supervision
- Good Communication skill
- Active listening to understand clients need
