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Financial Loan sales officer as Virtual Assistant

₹750-1250 INR / hour

Closed
Posted about 2 months ago

₹750-1250 INR / hour

I'm looking for a virtual assistant with expertise in financial compliance, sales, and a keen attention to detail. The desired individual will handle tasks such as: - Appointment scheduling - Sales support - Close call handling - Verification of documents with product details - End-of-day reports Extensive experience in sales is a must, and familiarity with financial compliance will be a great asset. Proficiency in the use of callings, document management and email communication will be beneficial. The ideal candidate will also provide proactive communication, ensuring efficiency, professionalism and adherence to deadlines. Kindly Refer below chart for your reference: PL. 50 Lkh to 1 Cr = 5000 min to 10000 max 1.5 cr to 2 Cr = 10000 min to 15000 max 2.5 Cr to 3 cr = 15000min to 20000 max BL. 50 Lkh to 1 Cr = 5000 min to 10000 max 1.5 cr to 2 Cr = 10000 min to 15000 max 2.5 Cr to 3 cr = 15000min to 20000 max NOTE: LOAN SERVICES [Removed by Freelancer.com Admin for offsiting - please see Section 13 of our Terms and Conditions]
Project ID: 37883955

About the project

9 proposals
Remote project
Active 10 days ago

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9 freelancers are bidding on average ₹950 INR/hour for this job
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Sir can proceed your project in the company whith hard work you can proceed your project thih complete in time
₹1,000 INR in 40 days
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Based on your requirements, I am confident I can fulfill the role you're seeking. With extensive experience in financial compliance, sales, and meticulous attention to detail, I excel in tasks such as scheduling appointments, sales support, managing calls, document verification, and end-of-day reporting. My familiarity with financial compliance adds value, while my proficiency in scheduling tools, document management, and email communication ensures efficiency and professionalism. I am proactive in communication and dedicated to meeting deadlines. I believe I am an ideal candidate for this position.
₹900 INR in 40 days
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With a successful track record in accounting and finance for over 10 years, including full-cycle bookkeeping, I believe I am well-suited for the role of a Virtual Assistant with a specialization in financial loan sales. My skills extend far beyond mere number-crunching; they are rooted in providing meticulous attention to detail and maintaining financial accuracy - values I'm fully prepared to transfer to your project. As a current employee of an Online Streaming Agency, I am accustomed to working in flexible schedules and reporting directly to the CEO on a weekly basis, just as you require for this virtual position. I understand the importance of end-of-day reports, such as those you requested in your project scope, and have hands-on expertise in preparing these in a timely and accurate manner. My proficiency at handling financial documentation makes me perfect for key tasks like verification of documents with product details - an essential demand for managing loans intelligently. Despite being comfortable working alone, I maintain open lines of communication with my superiors, ensuring efficiency, professionalism, and adherence to deadlines. If you're looking for a detail-oriented individual who can deliver on every aspect of financial loan sales with ease and competence, then I'm your best candidate.
₹1,000 INR in 40 days
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Just one chance and i promise you won't be disappointed. I am hardworking with experience, i have so much to offer in this work
₹1,000 INR in 40 days
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As a seasoned Customer Service Representative with over four years of experience. I have high skill experience in communication skill. I believe I can be a perfect for your services. Drawing from my extensive experience in sales, particularly in the financial industry, I have developed a sharp eye for detail and an ability to thrive under pressure. This makes me the ideal candidate to handle tasks such as appointment scheduling, sales support and close call handling. Not only is my communication skill excellent, but I'm also proficient in callings, document management and email communication - all skills that would be put to good use in this role. In addition to my technical skills, my warm and personable nature means I build rapport effortlessly with clients. By thoroughly verifying documents with product details, I'll ensure not only compliance but also enhance trust and reliability with customers. Meeting deadlines is also my second nature; you can count on me to provide end-of-day reports punctually. Ultimately, what sets me apart is my commitment to constant learning and adaptability. I am very open-minded and willing to listen; this allows me to constantly improve my skills and stay informed about industry trends. Combine that with my passion for efficient yet professional work, and you've got a VA who will help streamline your processes while leaving a positive impression on any client interaction point - making me the perfect fit for your team.
₹1,000 INR in 40 days
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3 years experience in accounting with tally and busy accounting. Own business experience. Experience in excellent financial management
₹850 INR in 40 days
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saya memiliki pengalaman yang baik terhadap jasa virtual asisten yang anda cari. Selain itu saya bertanggung jawab atas pekerjaan yang telah di amanahkan kepada saya
₹1,000 INR in 40 days
0.0 (0 reviews)
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**Bid Proposal for Outsourced Support Services** --- We are excited to submit our bid to provide comprehensive support services, enhancing your business's operational efficiency and customer satisfaction. Our team specializes in delivering top-notch assistance across various key areas, including: - **Appointment Scheduling:** Streamlining your calendar management to optimize client engagements. - **Sales Support:** Boosting your sales team's productivity by handling preliminary inquiries and follow-ups. - **Close Call Handling:** Ensuring every customer interaction concludes positively, bolstering satisfaction and retention. - **Document Verification:** Meticulously verifying documents against product details to ensure accuracy and compliance. - **End-of-Day Reports:** Providing detailed summaries of daily operations, offering insights for informed decision-making. Our commitment to excellence, combined with our expertise in these areas, positions us as the ideal partner for your needs. We look forward to the opportunity to discuss how our tailored solutions can drive your business forward.
₹1,000 INR in 40 days
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Hello preeti this side. i am from delhi and i have 3 year work experience in loan department as a sales executive. I know how to deal with customers and i know how to close the deal.
₹800 INR in 40 days
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About the client

Flag of INDIA
Ahmedabad, India
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Member since Feb 29, 2024

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