Live opening · Posted 8 days ago
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About the role
Description supplied by the original job listing.
Company Description Phal Finance Pvt. Ltd. is a growing financial services company committed to providing accessible and reliable financial solutions to a diverse customer base. The organization focuses on customer-centric services, transparent processes, and responsible financial practices. Team members work in a professional environment that values integrity, collaboration, and continuous improvement. The company offers opportunities for learning, skill development, and career growth for individuals interested in the financial sector.
Role Description This is a full-time, on-site Sales Attendant role based in Mumbai. The Sales Attendant will assist customers with inquiries about financial products and services, guide them through application processes, and help them understand key features and benefits. Daily responsibilities include engaging with walk-in and referred customers, maintaining accurate records of customer interactions, and supporting the sales team in achieving targets. The role involves coordinating with internal departments to ensure smooth service delivery, following company policies and compliance guidelines, and providing courteous, timely support. The Sales Attendant is expected to maintain a professional demeanor, uphold customer service standards, and contribute to a positive branch environment.
Qualifications
Strong customer service orientation with the ability to communicate clearly and professionally in person and over the phone.
Basic knowledge of financial products and services, or willingness to learn quickly and apply product information in customer interactions.
Ability to work effectively in a structured on-site environment, including time management, punctuality, and adherence to processes.
Comfort with maintaining records, handling documentation, and using basic computer applications (e.g., email, spreadsheets, customer databases).
Attention to detail and a focus on accuracy when handling customer information and transaction-related paperwork.
Ability to collaborate with colleagues, support sales initiatives, and contribute to shared goals and performance targets.
Minimum educational qualification of a high school diploma or equivalent; a degree in business, commerce, or a related field is an advantage.
Previous experience in retail, customer-facing roles, or financial services is beneficial but not mandatory for motivated candidates.
Work arrangement
No
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