Financial Advisor

📌 job description - 🔍 Identify and reach out to customers with active loans who qualify for interest rate reduction. - 📞 Initiate contact via calls, messages to explain potential savings and benefits. - 📊 Analyze customer loan profiles and repayment history to determine eligibility for better rates. - 💬 Educate customers on revised loan terms, EMI benefits, and long-term financial impact. - 📝 Assist in documentation and processing of interest rate revisions or loan transfers. - 🤝 Build trust and rapport with customers to ensure satisfaction and loyalty. - 📈 Collaborate with backend teams to ensure accurate processing and timely updates. - 🧾 Maintain detailed records of customer interactions, revised terms, and follow-ups. - 🎯 Achieve monthly targets for number of interest rate reductions and customer conversions.