Telemarketing Executive
Np Wealth ManagersFixed
₹25,000 - ₹40,000
Average Incentives*
₹25,000
Earning Potential
₹65,000
Fixed
₹25,000 - ₹40,000
Average Incentives
₹25,000
Earning Potential
₹65,000
You can earn more incentive if you perform well
Job highlights
Walk-in interview
Date: 02 Nov 2026 - 05 Nov 2026 | Time: 12.00 pm - 04.00 pm...
1 applicants
Benefits include: Travel Allowance (TA), Petrol Allowance, Mobile Allowance, Flexible Working Hours, Health Insurance, ESI (ESIC)
Job Description
Executive – Loan, Insurance & Investment Advisor Position: Executive / Senior Executive
Key Responsibilities:
- Handle loan processing for Home Loans, Personal Loans, Business Loans, and LAP.
- Manage customer relationships through CRM software.
- Advise clients on Life Insurance, Health Insurance, and Term Plans.
- Generate leads and close business for real estate projects.
- Guide clients on investment options such as Mutual Funds, SIPs, Fixed Income Products, and Wealth Management solutions.
- Maintain customer records, follow-ups, and documentation.
- Coordinate with banks, NBFCs, and insurance companies for case processing.
- Achieve monthly sales and revenue targets.
- Develop long-term relationships with clients for cross-selling opportunities.
Required Skills:
- Knowledge of Loan Processing and Banking Operations.
- CRM Management and Customer Handling.
- Insurance Advisory and Financial Planning.
- Real Estate Sales and Property Investment Consultation.
- Strong communication and negotiation skills.
- Proficiency in MS Excel, Word, and CRM tools.
Preferred Experience:
- 3 to 10+ years in Banking, Insurance, Wealth Management, Real Estate, or Financial Services.
- Experience in loan sourcing, insurance sales, and investment advisory.
Qualification:
- Graduate / MBA (Marketing, Finance, Banking preferred).
Job role
Job requirements
Walk-in interview details
Apply for the job and call HR to confirm your interviewAbout company
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Sonbarsa Financial Services And Consultant Private LimitedYou can expect a minimum salary of 25,000 INR and can go up to 65,000 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Delhi-NCR to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Delhi-NCR at apna.
No work-related deposit needs to be made during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is 11 Nov 2026. For more details, download apna app and find Full Time jobs in Delhi-NCR . Through apna, you can find jobs in 64 cities across India. Join NOW!