Job Description

Role: CRM - Accurate Advisory (Loan Advisor / Financial Advisor)

Primary Objective:

Provide accurate, timely, and personalized loan or financial advice to clients using CRM data to enhance client satisfaction, retention, and conversions.

CRM Responsibilities:

1. Lead & Client Management

Use CRM to track and manage leads across the loan lifecycle. Record client interactions, preferences, and financial goals. Segment clients for tailored communication and advisory services.

2. Loan Product Recommendations

Analyse client profiles and financial data in CRM to recommend suitable loan products. Stay updated on the latest loan offerings, interest rates, and eligibility through CRM integrations or updates. Advise clients on loan structures (e.g., tenure, EMI options, secured/unsecured loans).

3. Document & Compliance Tracking

Ensure all required documentation is uploaded and validated in the CRM. Track KYC/AML compliance and flag incomplete or high-risk applications.

4. Follow-Ups & Pipeline Monitoring

Use CRM reminders and workflows to follow up on open leads, application progress, and renewals. Monitor conversion rates and reasons for drop-offs.

5. Customer Education & Support

Share personalized loan insights, amortization schedules, and repayment tips via CRM communication tools (SMS, email, WhatsApp). Respond to customer queries related to loans or financial planning using CRM chat or ticketing modules.

6. Collaboration

Collaborate with sales, credit, and operations teams using notes and updates in the CRM. Escalate complex cases or exceptions through CRM-based workflows.

7. Reporting & Feedback

Track KPIs like advisory conversion rates, client satisfaction, and average processing time. Gather and record client feedback in CRM for continuous improvement.
Job Type: Full-time

Pay: ?20,800.00 - ?33,000.00 per month

Benefits:

Cell phone reimbursement
Education:

Bachelor's (Preferred)
Experience:

Loans: 1 year (Preferred)
Work Location: In person