Business Development (Sales)

The company – JS Finserve incorporated in the year 2013 has serviced to 1,000 retail customers (mainly salaried/HNI profile). We help clients achieve their financial goals with effective and in-depth financial planning. We are a financial boutique specialising in loan advisory. We have contracts and are authorized loan counselors with more than 40 banks and NBFCs (State Bank of India, Bank of Baroda, ICICI Bank & HDFC are our core expertise). Our office is based in Andheri, a business hub in financial capital of India (Mumbai). Our existing clientele is mainly from the IT sector, doctors, pharmaceutical executives, and salaried customers.

Our loan portfolio is about Rs 125 crores – mainly sanctioned and disbursed through State Bank of India, HDFC Ltd, and ICICI Bank. Our expertise has enabled us to provide home loans, balance transfer of existing loans (to reduce EMI, LAP, business loan) are some of our key products. Ethics, integrity, and after-sales service are our prime focus.

Selected intern’s day-to-day responsibilities include:

1. Meet existing clients to discuss our products and services
2. Execute the sales planning and oversee target allocation
3. Develop and maintain strong relationships with the clients for repeat business or referrals
4. Meet clients, verify documents, process files for sanction, and coordinate for disbursement of the loan
5. Persuade prospective clients to engage in a phone conversation and/or meet to discuss our products and services
6. Fill-out and submit applications, issue quotes, maintain client records, and prepare reports
7. Deliver approved policies to new clients and explain the benefits and risks of the policy

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