Website:
digi-loan.com
Job details:
Company Description DIGI-LOAN is a growing financial services organization focused on providing accessible and convenient lending solutions to a wide range of customers. The company leverages digital tools and local market expertise to simplify the loan application and approval process. DIGI-LOAN collaborates with multiple banking and financial partners to offer diverse loan and insurance products. The team emphasizes transparent communication, customer-centric service, and ethical business practices to build long-term relationships in the Greater Kolkata Area.
Role Description The Banking DSA (Direct Selling Agent) at DIGI-LOAN is a full-time, hybrid role based in the Greater Kolkata Area, with the flexibility to perform some tasks from home. The role involves identifying potential customers for various loan and insurance products, explaining product features, and guiding clients through the documentation and application process. The Banking DSA will coordinate with partner banks and internal teams to ensure timely processing of applications and resolution of customer queries. Daily tasks include prospecting, follow-ups, maintaining records of leads and conversions, and providing consistent customer service to support sales targets while adhering to compliance and regulatory guidelines.
Qualifications
- Candidates should possess strong Finance and Credit knowledge to understand loan products, eligibility criteria, and risk assessment.
- Candidates should possess excellent Communication and Customer Service skills to interact with clients, explain offerings clearly, and handle queries professionally.
- Candidates should possess a basic understanding of Insurance products to support cross-selling and provide informed guidance to customers.
- Candidates should have good sales aptitude, negotiation skills, and the ability to work with targets in a fast-paced environment.
- Candidates should be comfortable using digital tools, CRM systems, and common office software to manage leads and documentation.
- Prior experience in banking, NBFCs, financial services, or field sales is preferred but not mandatory.
- A minimum of a high school diploma is required; a bachelor’s degree in business, finance, or a related field is an advantage.
- Ability to travel within the Greater Kolkata Area as needed and maintain ethical, compliant practices in all customer interactions.
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